Drive advocacy and build community with your ideal clients.
An ideal client event is a tailored social gathering designed for your most valued clients. These events offer a unique opportunity to express your appreciation for their relationship, generate excitement about recent or upcoming developments within your practice, and foster a sense of community. All while creating advocacy opportunities from your best clients.
Retaining and showing appreciation for your top clients is essential to effective practice management. One way to achieve this is by hosting exclusive, invite-only events that offer meaningful, value-enhancing experiences. Our coaches assist you in creating these Ideal Client Events.
We support three Ideal Client Event types:
Transition
Create an experiential precursor to significant firm changes to generate excitement among your best clients and present the transition as a positive development that benefits them.Re-framing
Share your new client process, introduce your proprietary process, and build excitement for the future while creating a foundation for client advocacy.Appreciation
Offer an additional value-added touchpoint, foster a sense of community, and encourage ongoing advocacy among your best clients.
Financial advisor events with a purpose.
Ideal Client Events (ICEs) are specifically created to complement our coaching program, Advisor Protocol, and are supported by this extensive and practice-transforming coaching program. Each type of ICE has a specific goal and defined best practices tied directly to the event’s purpose. The most relevant Ideal Client Event to help you achieve your desired goal will depend on your firm's operational stage and progress in coaching.
Your practice is on a journey, and these ICEs are one way that our coaching program and team support you as you grow and make possible predictable.
What's Included?
Ideal Client Events are unique depending on where you’re at within our coaching program and what purpose the event is serving for your clientele. Our team will coach you through each step of the process; from planning to follow up.
Preparation
- Start working with Advisor Protocol
- Name your proprietary process
- Create your custom brand library
- Plan your client events calendar
Execution
- Define the goal and target audience
- Send unique & event-specific invitation materials
- Utilize elements of your brand library
- Get help designing custom menus and more
Support
- Best practices for each stage of your event
- Scripts and follow-up action steps
- Host with a guest speaker from our team (optional)
Frequently Asked Questions
An Ideal Client Event is a tailored, purpose-driven social gathering designed for your most valued clients. These events can take many forms—dinners, golf outings, baseball games, or paint-n-sips—but their core objective remains the same: to treat your clients to a memorable experience. Whether it's helping them navigate a transitional period in your practice, reframing how they view your client experience, or simply celebrating your relationship with them, these events provide a unique opportunity to express appreciation, foster community, generate excitement about recent or upcoming developments, and create advocacy opportunities.
Hosting Ideal Client Events helps strengthen relationships with your best clients by showing genuine appreciation and fostering a sense of community. These events create excitement around your practice's developments, deepen client loyalty, and encourage advocacy. Ultimately, they enhance retention and generate organic referrals, supporting long-term growth.
To achieve the greatest impact and desired outcomes from Ideal Client Events, it's important to complete the necessary coaching beforehand. While we provide support for general client events to all our affiliated advisors, these specific events are designed to be more effective when guided by our coaching process. This ensures you're fully prepared, from concept to follow-up, to create a meaningful experience for your clients.