Strengthen the bond with your current client base and generate a significant number of referrals – the strongest lead there is! Learn the key strategies in getting your clients and their friends, colleagues and other referrals in attendance.
We all socialize with people in the same socio-economic circles. If one of your clients came to you with nearly a million dollars in investable assets, he or she is more likely to bring a friend with similar assets. These attendees are pure gold. Can there be a stronger validation of your skills and profession than a room full of your clients?
This package will provide you with everything you need, step-by-step, to conduct a very successful client appreciation event.
The combination of the Workbook, PowerPoint Presentation, Scripts, Event Implementation Plan, Sample Agenda, Referral Strategies, Event Tips and Marketing Ideas will give you all the tools to experience the benefits of adding client appreciation events to your annual marketing plan!
About the Author...
Maribeth Kuzmeski, MBA, RFC
Maribeth personally consults some of the nation's top financial advisors, and under her guidance one advisor built a business from $10 million to $200 million in money under management in five years. She has spoken at MDRT and has an MBA in Marketing.
Maribeth is author of four books including 85 Million Dollar Tips for Financial Advisors, has appeared on TV and radio stations across the United States and has written articles appearing in hundreds of publications including National Underwriter, Business Week and Entrepreneur.
Maribeth presents ideas that are working in financial services businesses today including simple, inexpensive strategies that are in practice in multi-million dollar grossing offices. Her ideas are not theory, but ideas that can be implemented immediately.