Cigar and Whiskey Events Attract HNW Prospects and Build Community

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Market to Your Niche With Engaging Client Events

Horsesmouth Essential: Connect with key clients and prospects by holding events that speak directly to your target market. One advisor hosts three lunches a year for her niche of “empowered women.” Here’s her advice and a checklist for throwing a successful spring luncheon.

Beer Night, Spa Day, Block Party: My Client Event Strategy

Horsesmouth Essential: What’s Working Now: This advisor took the formality out of client events, making them more fun and intimate, with a themed annual block party and smaller events chosen by the clients themselves. The result? He now has clients scheduling their vacation time around his events.

How to Spend More Time With Your Best Clients

What’s Working Now: This advisor found hiring great staff and delegating back-end duties quickly added up to more revenue for his firm and more time with his family.