5 Client Appreciation Events That Create Engagement

  • Have you ever thought of making your clients so happy that they rave to their friends and relatives about the service you provide?
  • Have you ever considered focusing on your existing clients rather than beating the bushes for new clients?
  • How can you create raving fans so that you grow by referral?


The answer is to host a Host events and deepen relationshipsclient appreciation event!

You’ve worked long and hard to acquire your existing clients. They’ve stuck by you through thick and thin and they are your best advocates. But what have you done to show them you care? A birthday and holiday card each year just doesn’t convey the warm, fuzzy feeling that an event can provide.

Mingling with your clients at an event you host provides many opportunities such as increasing engagement, making small talk away from the office, and providing a way for you to meet your clients’ friends and family.

Client appreciation events build trust and credibility with your clients, the ones who have helped you build your practice. What I want for you is a practice composed of only ideal clients – clients who receive first class service, who look forward to your calls, and who willingly and enthusiastically refer you new clients.

First time? If this is your first appreciation event, my recommendation is to keep it simple. Don’t go overboard with either cost or details as you will learn from your first event and apply that knowledge to future events.

Next: After you hold your first event, take your “lessons learned” and plan out events for the next calendar year using your annual marketing calendar.

What type of event could you hold that would thank your clients and attract their friends? What kind of event would foster conversation, deepen relationships, and encourage referrals?

Here are five ideas for engaging client appreciation events:

Idea 1: Wine tasting – There are two types of wine tastings – a formal event where you take part in an actual wine evaluation. These can be loads of fun and a great way to share your love of wine with your clients because you’ll be comparing tasting notes. Here’s a blog post I wrote in 2010 about planning a formal wine tasting. The group size for this type of event should be kept smaller to allow for greater engagement between attendees.

The second type of wine tasting event is very informal. It’s more like a cocktail party where several types of wine are served with appetizers that are finger food nibbles. People mingle with each other or sit casually at tables Since you can invite more people to this type of event, having a 20-minute speaker may work well.

Idea 2: Golf event – There’s something about getting out on the green and shooting little white balls with your buddies that makes this client appreciation event very engaging and entertaining. This type of event is best with 4-10 of your best clients and their friends, 18 holes of golf, and dinner at the clubhouse. Variations could be hiring a golf pro to give lessons before getting out on the course or holding a contest of some sort.

Idea 3: Client coffee – Ask your clients to bring their biggest money questions and provide coffee and pastries either at your office or at an indie coffee shop. There are several nice aspects of client coffees – they’re informal, inexpensive, and fun. Because the environment is relaxed, attendees don’t feel pressured or awkward and are more likely to open up.

Idea 4: Martini and money happy hour event – What I like about happy hour events is that attendees find them fun and alcoholic beverages have a way of loosening tongues to a degree that allows engagement. Martini and money involves a two-hour event where you serve two drinks and answer money related questions. I had a client who held such an event on a regular basis at an upscale hotel lobby bar which was the perfect ambiance.

Idea 5: Thanksgiving Pumpkin Pie Giveaway – This is less an event and more of a real “thank you” to your clients. You can purchase pre-made pumpkin pies and then send out “Happy Thanksgiving cards” that include an insert inviting clients to pick up their pies on a specific date. Just imagine all the goodwill you will create with this kind gesture! And the best part is that very few advisors send out Thanksgiving cards so yours will stand out from the crowd.

There you have it. Five great ideas for client appreciation events that you can use in your marketing plan for the upcoming year. As you can see, client events needn’t break the bank. You can host events for as little as a few hundred dollars all the way up to thousands. The point is to get started.


How to Find the Motivation to Change Your Life

When you want to change your life, what goes through your mind? What is the journey you take once you’ve identified that you’re not happy where you are?

Or perhaps you’re quite happy, but you know there’s a better option for you in terms of professional development and income, but you just don’t know how you’re going to get there.

Do you have an “aha” moment where you realize “Oh bleep, I’m stuck here.” Or do you simply wake up one day and say “Hey, I’m going to make a better life for myself starting today”?

The motivation for change can come from many places. You could want more success in your life for YOU so that you have more income or more freedom. Or you could want more so that you can take care of your family and give them a better life. Maybe you’ve decided you want to prove someone wrong about something derogatory they may have said about you, perhaps related to you never becoming successful.

Wherever your motivation comes from, the only person who can do anything about it is you.

The finance industry is a fascinating field with many career possibilities. There are many roles within the industry, each with their own positive and negative attributes. Let’s investigate the motivation for change and what it means to have motivation, finding it, maintaining it, and ways that you can move forward.

Do you have the motivation to change?

Each person is different and the road you travel will have different scenery depending upon what stage of change you’re in. You could be thinking about change. You could be planning change. Or you could be in the “doing” phase of moving ahead.

Motivation for staying in shape

I’ve been working out my entire life. While an hour workout three times a week worked well for me when I was in my 30’s, in this current phase of my life I find that it takes two hours three times per week to achieve similar results.

To stay in good physical shape, I had to make a decision: did I really want to double the time spent working out? Did I really want results? Or was I fine with gaining weight and not feeling my best. I had to say “Yes, I will change because I want to feel good.” I reasoned that the older I get, the more important it is tomotivation to succeed eat right and stay in shape. I had to make a commitment to MYSELF to allocate the right amount of time to staying healthy and feeling good.

What decision are you facing that you have been avoiding?

Motivation for growing your career or business

You reach a point where what you’re getting out of your career is as much as you’re ever going to get. Keep going on this path and it’s certain that you’ll keep getting the same results because it’s become routine. There’s a ceiling on how much you can earn. There’s a limit to the excitement you’re likely to create because you’ve done it all before. In order to grow, you have to reach for more.

Determining factors

  • What kind of attitude do you have about life? Is it positive? Or do you seem to find ways to blame others for your misfortune?
  • How serious are you about attaining the goal? How much effort are you willing to devote to your goal?
  • When you have suffered a set back in the past, did you give up? Or did you get right back on the horse and go for it?

How do you find motivation?

Everyone finds motivation in a different manner. Some are naturally motivated while others have to be prodded into action.

I believe you have to decide if you really want what you’re after. Decide if you’re ready to do the work. Decide whether you’ll be happy in one year if you do nothing now. You have to determine whether you’ve got the strength and the desire to stick it out.

Some people say, “There’s so much I need to do that it’s overwhelming. I feel that I can put it off for now.” So I ask you: What are your beliefs around “waiting until everything is perfect” to get started? The longer you wait, the harder it will be to get started because there’s no better time than NOW.

How do you maintain motivation when it seems hopeless?

A young woman in investment banking contacted me some time ago seeking coaching to get out of her company because her manager was a bully.  She’d reached her breaking point and could no longer tolerate his tirades, however she was not yet determined to get out. Unfortunately she couldn’t leave the company right away, and she wanted to know how she could maintain motivation. I asked her to dig down deep and find her determination. Without determination, there’s not much hope. After you become determined, the next thing to do is create a plan to get out.

A newer financial advisor contacted me because it was taking longer to break into the industry and get new clients. He’d been prospecting for sometime and it was beginning to feel hopeless. I asked him “What’s your WHY? What’s motivating you to be successful in this industry?” Until you can dig deep and pull out the why, you’ll just be going through the motions.

What is your WHY? Why are you doing what you’re doing?

  • Here are some possibilities:
  • Earn an above-average income
  • Become a top producer in income and accomplishment
  • Be an influence and add value to everyone you encounter
  • Be a role model in your community
  • Become a leader in your field
  • Be a good spouse and family person and provide a good income

Once you figure out your WHY, start on the path to changing your situation by:

  • Create the space to allow your dream to develop
  • Follow daily goals that contribute to the big picture
  • Work on your mindset using positive energy
  • Develop positive affirmations
  • Create beneficial morning rituals

If you work with me, here are some motivation coaching questions I may ask you:

  • What do you really want?
  • What has happened already that I should know about?
  • What is the bigger thing you want to happen?
  • What’s important to you about this?
  • How will you make the right decision?
  • What do you know about yourself that would make it easy to make this decision?
  • What do you know about yourself that might get in the way of making this decision?
  • What causes you to lose motivation?

Do it!

The decision to change your life is not made easily. It can be a barrier to know that there’s considerable work ahead of you before you reach your goal. Experiencing the benefits of a better life is the grand reward that awaits those who expend the effort!

“If you do what you always did, you will get what you always got.” ~Anonymous


Mistake 5: Failing to Sell the Dream

Marketing and prospecting are the twins of financial advisor success.  Unfortunately many advisors don’t actively market and promote their businesses. They rely on the tortoise approach to growth: 2-3% annually by sheer luck. This is the 5th installment in my series about financial advisor marketing mistakes in which I detail [...]
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