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Do This Well in 2013—And Enjoy Doing It!
Top performing advisors
have mastered the critical skill of hosting intimate, low-pressure, and
fun client events…Here's how they do it.
Get
Your 2013 Client Event Kit
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- Create tighter friendships with
your top clients—and meet qualified prospects
- Be viewed as attentive, professional,
informed, fun and engaging
- Build memories of experiences
that lead to natural referrals
- Erase the boundaries between
work and play—and grow your business
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Yes, I want Horsesmouth's 2013 Client Event Kit including, Secrets of Successful Client Events:
The complete guide to fun, easy, low-stress ways to connect with
the people who keep you in business, so that I have all
the key skills and tactics needed to comfortably host the kind of
client events that will be fun to do and easy to follow-up on..
By socializing with key clients who
warmly bring their friends, family or business associates into our
circle, I'll get the chance to help people who are important to
them.
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Your 2013 Client Event Kit includes:
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Action Research Report
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ultimate guide to client events |
Secrets of Successful Client Events: The complete guide to fun,
easy, low-stress ways to connect with the people who keep you
in business (174-page spiral-bound action research report):
Includes 15 step-by-step chapters; checklists; master event
list; FAQs; sample invitations; and four advisor case studies.
Plus, real-life insights gleaned from more than 1,800 advisors
surveyed about their client events. ($129 Value) |
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Toolkit |
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13 Templates, forms, checklists and worksheets |
Client Event Toolkit (CD-ROM):
Thirteen (13) templates, forms, checklists and worksheets
that will guide you or your staff through various critical processes
in planning, hosting, or following-up your client events. Toolkit
includes: Ultimate Client Event Checklist; Event Master List;
Mapping Social Networks; Event Theme Brainstorming Worksheet;
Client Profile Questionnaire; Segmenting Clients Example; Client
Event Planning Worksheet; Sample Press Release; Retirement Readiness
Survey; Client Event Follow-Up Checklist; Event Benchmarking
Worksheet #1; Event Benchmarking Worksheet #2; Golf Tournament
Checklist. ($49 Value) |
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FREE BONUS #1 |
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Printed Report
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Great Client Wine Event
Guide: Step-by-step guide for hosting an intimate dinner
and wine tasting with your best clients and their friends; Wine
event checklist; and Retirement Readiness Survey template. ($29
Value) |
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FREE BONUS #2
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Printed Guide
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Professional Wine Reference Guide: Your own copy of the ultimate,
handy, easy-to-use, pocket-sized wine guide. Over 1,000 concise
entries; pronunciation guides; fully cross- referenced to allow
you to explore subjects; listings of the most mispronounced
words, wine styles, and varietal. A great client gift for your
wine event or just a nice gift for clients in general. Decide
for yourself if you want to order some for your event or annual
gift program. ($19.95 value)
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FREE BONUS #3
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Printed Report
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Simple Lunch Prospecting:
The 3-Hours-a-Week, $100 a Month Campaign to Meet Qualified
Prospects and Strengthen Client Loyalty by Dan Richards:
How to Get Started; Compiling the Guest List; Extending Invitations;
Re-Contacting People Before Event; Preparing Your Market Commentary;
Making the Lunch Happen; Lunch Invitation List Template; Sample
Scripts for Inviting; Sandwich Lunch Evaluation Form and Worksheet;
Lunch Follow-Up List. ($39 Value) |
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If you were to
purchase all of the items in this package separately,
your investment would be $266. But when you purchase
this 2013 Client Events Kit at our special
rate, you get it all for a
$197 investment.
Secrets of Successful
Client Events, Risk-Free GUARANTEE
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 Advisors
who regularly socialize with top clients and meet the
people in their clients' social networks enjoy greater
success than advisors who don't hold client events routinely.
That was the clear picture that emerged from Horsesmouth's
client event research. That's why I urge you to obtain
this 2013 Client Events Kit
as your complete guide to developing your own, customized
client event strategy. And that's why I can make this
guarantee:
Use the Secrets of
Successful Client Events Kit as your chief guide
for developing a low-stress, fun, easy-to-implement
client event strategy. Take a full year to implement
the main approaches explained in the Secrets of
Successful Client Events Kit. If after 12 months
you don't feel that your client event strategy is measurably
better than it is now, we'll completely refund 100%
of your purchase price—guaranteed, no questions asked.
Just call and tell us you're returning all the materials
to Horsesmouth at: Horsesmouth, 21 W. 38th St., 14th
Fl., New York, NY 100018. Phone: 212-343-8760, Ext.
1.
About Horsesmouth
Since 1997, Horsesmouth has been helping financial advisors succeed by providing timely guidance on key topics such as business development, practice management, financial planning and investment strategies.
Your fee will be charged directly to your credit card. Our online process is secure and you can safely provide your credit card information in the form below.
FOR INSTANT SERVICE
Call Toll Free:
1-888-336-6884 ext 1 (Outside U.S.: 1-212-343-8760)
Or simply fax this form
to:
212-363-9526
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