Do This Well—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 Client Events Kit
- 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 Client Events 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.
Your Client Event Kit includes:
Your ultimate guide to client events
Action Research Report
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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)
13 Templates, forms, checklists and worksheets
Toolkit
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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)
Printed Report
FREE BONUS #1
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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)
Printed Guide
FREE BONUS #2
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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)
Printed Report
FREE BONUS #3
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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)
Secrets of Successful Client Events, Risk-Free GUARANTEE
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 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.
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