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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.
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Allison Warner is the Corporate Marketing Director at USA Financial, where she leads the development and implementation of corporate...
As the year winds down, it's time once again to reassess and realign your practice with your broader personal and professional goals, as we discussed in a previous article, "The Power of Planning: Why Financial Advisors Need a Yearly Game Plan."
As a financial advisor, you know financial accounts and products, retirement income strategies, rollover processes, money management, and more. But digital marketing for financial advisors is a common struggle and can at times be stressful, especially if you're a solo-preneur or don't have staff to help you manage these lower-priority efforts for your business.
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.
As the year winds down, it's time once again to reassess and realign your practice with your broader personal and professional goals, as we discussed in a previous article, "The Power of Planning: Why Financial Advisors Need a Yearly Game Plan."
As a financial advisor, you know financial accounts and products, retirement income strategies, rollover processes, money management, and more. But digital marketing for financial advisors is a common struggle and can at times be stressful, especially if you're a solo-preneur or don't have staff to help you manage these lower-priority efforts for your business.
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.