A mix of existing clients, prospects and interested guests who don’t necessarily fit either profile puts the focus on the event itself rather than the advisor’s agenda."
Ray Sclafani, CEO and founder of ClientWise.
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Networking Seminars Do More Than Spark Referrals
Chris Latham | Finacial Advisor IQ, January 2014
Read the article online >Summary: Anyone who’s ever been pressured into enduring a social “mixer,” where people stand around with a bunch of strangers more interested in their canapés than in small talk, has reason to dread such an event as an awkward waste of time. A well-crafted networking seminar should be just the opposite, experts say. With intelligent marketing and stimulating topics, advisors can create events that deliver value to current clients, entice prospects and generate buzz about their expertise, especially if they leverage the right centers of influence.