Financial Advisor Marketing: Dinner With Clients
Generate Huge Referrals
I’ve got a great financial advisor marketing idea for you! I say it’s a great idea because
you can find out so much information by simply talking to your clients.
I want to talk
about...
More
Financial Advisor Marketing: Dinner With Clients
Generate Huge Referrals
I’ve got a great financial advisor marketing idea for you! I say it’s a great idea because
you can find out so much information by simply talking to your clients.
I want to talk
about dinner with your best clients.
What if you were to take 7- 10 of your best – I mean your absolute best clients – out to
dinner?
During the course of the dinner, you might talk about your practice/business, your
services, your products or whatever it is that you do or sell.
After dinner, right as dessert
is being served, you take the opportunity to stand up, and maybe in front of a white dry
erase board or an easel with paper on it, you ask some very leading and provocative
questions.
You’ll ask questions such as, “Are our hours of operation convenient for all of you?
Then, you go around the table and everyone has a chance to say yes or no and why.
Is my
staff friendly, courteous and attentive to your needs? Then you get feedback
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