Posts Tagged ‘Client Events’

Keeping Your Client Appreciation Events Interesting for Everyone

October 19, 2015

There is an unwritten social rule that we should be inclusive whenever possible. It’s important, then, to select events that will be interesting and compelling to the majority of your clients. Here are some tips for planning events with the widest audience in mind:

Ask Questions – This isn’t Perry Mason; nobody’s going to yell at you for asking leading questions. You should be taking the time to get to know your clients, anyway, with questions like “Do you (and your spouse) golf?”

Tip Your Hand – The easiest way to gauge interest is to just let the clients know what you are planning. “I’m thinking of having a skybox event at an NBA game this year and I want to know who’s interested. Does your family like basketball?” If they are in love with the idea, you’ll find out.

Vary Your Events – While you might do an annual Holiday party, avoid having the same event calendar every single year. For example: shredding parties are popular, but if you had one last year, you might not have as much enthusiasm another other this year.

We All Have Different Tastes – Of course many women love sporting events and many men enjoy the theater, but too much of one type of event might leave one spouse cold. Remember that you are cultivating a professional relationship with both partners.


Six Marketing Channels

March 1, 2013

Everyone accepts the importance of demonstrating the value of their services to the public through marketing. What may not be as obvious, especially to less experienced marketers, is where to direct your marketing energies when you’re starting out.

To that end, here’s a list of channels you can use to get the ball rolling (or pass along to a colleague or protégé for their reference).

Client Referrals: Some of your best referrals may come from the folks you are already doing business with. You can’t put a price on word-of-mouth recommendations. Provide your valued clients with a few business cards and let them know you’d appreciate them passing along your information to friends, colleagues or family members who may benefit from the services you provide. If you don’t ask, they may not think of it. Speaking of which: don’t neglect your current clients. You’re far more likely to receive referrals from clients if you stay in regular (meaningful) contact and provide excellent client service!

Professional Referrals: Forge strong relationships with other professionals and communicate clearly to them that you’re interested in receiving referrals. When and if they refer someone, treating their referral with care and demonstrating your superior client service can help to grow the referral relationship.

Seminars: Hosting a seminar where you can engage a group of potential clients is a great way to inspire some new business and break new ground. Use this as an opportunity to demonstrate your knowledge and professionalism. Select comfortable surroundings and let your personality shine through as you speak; just because it’s business, doesn’t mean it shouldn’t be pleasant.

Client Events:  Speaking of pleasant, don’t discount these relationship-building opportunities. Try starting out with educational events and, as you get to know the tastes of your clients, you can expand to more entertaining, social events.  Don’t forget to invite your clients to bring a friend.

Automated Communications: Staying in touch on a regular basis can be a valuable way to nurture your client relationship and keep them informed. A regular newsletter, either through the post or email, can become a resource to them, not to mention demonstrate that you’re invested in the relationship.

Networking: Being an active member of the community and taking advantage of local events may help you to develop your client base. Don’t join a club, group, or attend an activity with the sole purpose of touting your services, of course, but don’t be afraid to put yourself out there in groups you belong to and care about – after you’ve established yourself as a committed, active member of the group.

Also, when people hear the word “networking” these days, it’s usually preceded by the word “social.” Incorporate Twitter, Facebook, LinkedIn and other online options (as your Broker/Dealer allows) into your marketing arsenal.