When advisors offer unique and enjoyable experiences, they increase the opportunities to enhance their relationships and attract new clients. There are many events advisors can conceptualize that will captivate both customers and their companions. Bryce Sanders of ThinkAdvisor compiled a list of 15 events to help financial professionals wow their clients.
1. Document Shredding Event
Bryce Sanders of ThinkAdvisor recently shared that hosting a document shredding event is a great way to meet wealthy prospective clients. Document shredding events can create a social atmosphere where clients can interact with each other and their financial advisors. It offers an informal setting for networking and building relationships, fostering community among clients.
2. Wine Tasting
Wine tastings are sensory experiences that engage the taste buds, smell, and sight. Clients can savor a range of wines, explore new flavors, and engage in discussions about their preferences. Such memorable experiences leave a lasting impression and reinforce the financial advisor's value of providing unique and enjoyable moments.
3. Car Showroom Event
Cars often represent more than just transportation; they are an extension of one's lifestyle and aspirations. By hosting a car showroom event, financial advisors can tap into the emotional connection clients have with cars. They can discuss how vehicle choices impact financial planning and help clients make decisions that align with their long-term financial objectives.
4. Museum Exhibition Opening
Museum exhibition openings often have restricted access or VIP privileges, allowing attendees to experience the event in a unique way. Financial advisors can make clients feel valued and appreciated by organizing and inviting them to such an event. It showcases their commitment to providing exclusive opportunities and memorable experiences.
5. Auction House Preview
Auction house previews often allow clients to interact with the displayed items, examine them up close, and appreciate their craftsmanship. This hands-on experience adds an element of excitement and engagement to the event, making it more enjoyable and memorable for attendees.
6. House and Garden Tour
Hosting a house and garden tour allows financial advisors to connect with their clients on a more personal level. It provides an opportunity to visit clients' homes, which can deepen the relationship and foster a sense of familiarity and trust.
7. Antique Appraisal Event
Offering an antique appraisal event sets financial advisors apart from their competitors. It demonstrates creativity and innovation in delivering financial services. This unique experience can become a talking point for clients, fostering positive word-of-mouth referrals and enhancing the advisor's brand image.
8. Movie Screening
When clients attend a movie screening together, they share a collective experience that goes beyond typical financial discussions. This shared experience can lead to stronger connections between clients themselves, as well as with their financial advisors. It creates an opportunity for clients to interact with each other and build a sense of community.
9. Celebrity Photo Op
Financial advisors constantly look for ways to differentiate themselves in a competitive market. Offering celebrity photo opportunities sets them apart from other advisors, showcasing their ability to go above and beyond standard financial services. It demonstrates creativity, innovation, and a commitment to providing memorable experiences, making them a preferred choice among clients.
10. Table At A Charity Gala
Hosting or sponsoring a table at a charity gala allows financial advisors to showcase their brand and stand out from competitors. It positions them as community-minded professionals actively involved in making a positive impact. This can attract new clients who value the advisor's philanthropic efforts and align with their values.
11. Client/Prospect Dinner
Client/prospect dinners can serve as networking events where advisors can introduce clients to each other, facilitating connections and potential collaborations. This fosters a sense of community among clients and may lead to referrals, as satisfied clients are more likely to recommend their financial advisor to friends, family, or colleagues.
12. Skybox At The Stadium
Skyboxes are often considered a symbol of exclusivity and luxury. By inviting clients to a skybox, financial advisors can provide them with an elevated experience demonstrating their status and importance.
13. Hospitality Tent At An Outdoor Event
In a hospitality tent, financial advisors can dedicate their time and attention solely to their clients, ensuring personalized service. Whether discussing investment strategies, addressing financial concerns, or providing guidance, the one-on-one interaction allows for tailored advice and a deeper understanding of individual needs.
14. Private Gallery Opening
Art often serves as a catalyst for meaningful conversations and discussions. Private gallery openings provide clients and financial advisors a platform to engage in thought-provoking discussions about art, creativity, and aesthetics. These conversations can lead to deeper connections and provide a more relaxed setting for discussing financial matters or exploring investment opportunities.
15. Cooking Class
Cooking classes often involve teamwork and collaboration. Clients and financial advisors can work together to create a delicious meal, promoting communication and fostering a sense of camaraderie. This shared experience encourages open dialogue and strengthens the client-advisor relationship.
Financial Advisor Transitions consults advisors nationwide to explore employment transition options and to preserve and protect their practice in any transition that they make.
