Author Info
Allison Warner is the Corporate Marketing Director at USA Financial, where she leads the development and implementation of corporate...
Tired of the same old banquet hall client event every year? If you’re ready to ditch the continental breakfast spreads and put away those projectors, we’ve got you covered.
As a financial advisor, hosting client events is a great way to build stronger relationships with your clients beyond check-ins and market updates. Let’s be honest though, the traditional banquet hall dinner can feel a bit stale after a while.
In this blog, we’ll share some unique and fun client event ideas that challenge the conventional hall dinner and leave a lasting impression. From axe throwing to a football game or murder mystery dinner, this list is sure to inspire you to provide your clients with an event they’ll be talking about for years to come. After all, client events are all about fostering trust and demonstrating appreciation. We know it can be a challenge to keep your clients engaged. Why not think outside the box and try something new?
Keep scrolling below to check out a few of the creative ideas that our team put together.
January
|
February
|
March
|
April
|
May
|
June
|
July
|
August
|
September
|
October
|
November
|
December
|
Allison Warner is the Corporate Marketing Director at USA Financial, where she leads the development and implementation of corporate...
The most exciting update from the SEC’s New Marketing Rule of November 2022 was allowing the use of testimonials in financial advisor’s marketing. The industry has been slow to adopt testimonial use, in part because it can be awkward to ask for reviews, endorsements, and testimonials. Let’s talk about the most common questions the marketing team here at USA Financial gets asked.
Let’s have a conversation, just you and me. Imagine you’re a financial advisor, someone who’s built a solid business, developed a loyal client base, and is doing reasonably well. But lately, maybe you’ve been wondering if there’s something more — some hidden potential you’re not tapping into. Perhaps you’re feeling like you’ve plateaued, or you’re getting bogged down by the day-to-day grind and losing sight of the bigger picture.
It’s no secret that with the rise of technology and the increasing stress on people’s time there has come an increased demand for remote appointments, work, and learning experiences. Enter the webinar.
The most exciting update from the SEC’s New Marketing Rule of November 2022 was allowing the use of testimonials in financial advisor’s marketing. The industry has been slow to adopt testimonial use, in part because it can be awkward to ask for reviews, endorsements, and testimonials. Let’s talk about the most common questions the marketing team here at USA Financial gets asked.
Let’s have a conversation, just you and me. Imagine you’re a financial advisor, someone who’s built a solid business, developed a loyal client base, and is doing reasonably well. But lately, maybe you’ve been wondering if there’s something more — some hidden potential you’re not tapping into. Perhaps you’re feeling like you’ve plateaued, or you’re getting bogged down by the day-to-day grind and losing sight of the bigger picture.
It’s no secret that with the rise of technology and the increasing stress on people’s time there has come an increased demand for remote appointments, work, and learning experiences. Enter the webinar.