CALL US   800-380-5040

Hosting summer client appreciation events

Client Appreciation Marketing | July 20, 2017

As kids and grandkids are preparing to head back to school in a few weeks, signaling that summer is drawing to a close, we wanted to remind you that there is still time to host a summer client appreciation event and capitalize on some face-time with your clients in a social setting. Check out the post below from the beginning of the summer to get a temp-check on where your practice is on the client appreciation front.

Your clients want to feel appreciated, why not use the summer “downtime” to show them how much you care?

Don’t make a huge fuss over summer events. Keep them low-key and be sure to let your clients know that they can bring a friend. These events should be easy to host and repeatable. Here are a few examples:

Hold a wine tasting the first Friday of each month. You can serve various wines and hors d’oeuvres, and have a nice evening with your clients and their friends.

For a once-in-a-lifetime event that is sure to be fun for all ages, plan an Eclipse party! On August 21, a total solar eclipse will sweep across the continental United States from Oregon to Georgia. Solar eclipses are exciting and capture our imaginations, and this is a great way to host a very unique event!

Don’t forget about size! Events can vary in size based on what event you choose to do. A wine or beer tasting event works best for groups of 20 people or less. Other events like a movie premiere or antique review are good for groups of 75 people or more.

Client events build strong relationships with your clients and assist in building a consistent referral program, drive AUM business and client retention, as well as bring in extra revenue. These relationships don’t stop growing in the summer months! If anything, summer provides even more opportunities for clients to join in on the referral fun.

Worried about what your allowed to give clients at referral events? Impact’s marketing team has built out a library of ideas that are sure to fit any audience and budget. And Impact’s compliance team is available to assist with any questions you may have about gifting.

Ready to host some of your most successful client appreciation events this summer? Contact your marketing manager TODAY, (800) 380-5040.

Written on July 20, 2017 by:

Amber Deal

Amber Deal Amber is a senior marketing manager at Impact, assisting advisors in developing marketing plans that will grow their practice. Amber is a graduate of Kennesaw State University and is married with one adorable son.

Like what you’ve read? Subscribe to Impact's blog.