We’re coming into summer and many advisors slow down and enjoy life a bit more. But there’s no reason you can’t mix a little business with pleasure. Summer is an excellent time to do a client appreciation-referral event.
Every summer event I did paid for itself twice over…many times three or four times over and it kept my clients happy to boot! One of my favorite appreciation events to do was a Luau. Being in Minnesota, everyone always got a kick out of the Hawaiian theme…And more importantly it can be done on a tight budget, giving you a high ROI!
If you want my detailed 8-page guide for how to do a Luau client appreciation-referral event…complete with checklists, invites and everything you need to pull it off simply and easily, just send an email to support@5QGroup.com with Luau in the subject line.