Summers are ideal for hosting a client appreciation event. And while you may have hosted successful dinners at restaurants in the past, why not try something a bit unusual for your next gathering?
Here are 50 ideas for out-of-the-ordinary events:
4th of July party in backyard
Animal lovers’ night at Humane Society
Antique road show event with free appraisals
Aquarium night at local aquarium
Art class at a local gallery
Ballroom dance night
Barbecue at the pool
Book club with a local author discussing the book
Bridge card-playing night
Bus trip to local wineries
Cigar and scotch tasting event
Comedy night with comedian
Cooking class with local chef
Evening at the community theater
Evening at the museum with docent
Evening at the opera mingling with cast
Evening at the symphony
Evening with local sports heroes
Family event at local water park
Family event at nearby amusement park
Fashion and finance seminar
Fishing night at local hatchery
Fishing night at the pier
Golf lessons at the country club
Helicopter riding event
High tea for women clients
Horse race day
Horseback riding event
Major League baseball event
Martini party at local business
Minor-league baseball night
Movie night with rented-out theater
Physical fitness night at local gym
Picnic in the park
Poker night with lessons
Sailboat cruise in the harbor
Shrimp and lobster boil
Spa night event for women clients
Tennis party and Wimbledon viewing
Tour of local stadiums
Remember, the goal of a client appreciation event is to thank clients for their trust in you, and to provide a subtle push for referrals. Send out invitations several weeks in advance, then follow up by phone to see if your client will be bringing a guest. Consider having printed name badges (or matching golf shirts or other attire, if appropriate) for all guests so everyone feels they are part of the “exclusive” group. Always, when possible, include a charity tie in where you raise money for the related charity or institution. Encourage clients to bring items for the local food bank, for instance, or to donate to a scholarship fund or other good cause. If your event is at the museum, for instance, guests could learn about the exhibits, and make contributions to fund the museum.
Spend ample time greeting your guests and thanking them for coming. Follow up after your event with a handwritten note.
- 10 Hot Summer Marketing Ideas Summer is here, and it’s a great time to step up your marketing activities. While no single marketing tactic can accomplish everything you want, try a little of everything to be successful. Be consistent, patient, and keep communicating with potential clients – even when the weather heats up. ...
- For Art’s Sake: How to Host a Memorable Client Appreciation Night Client appreciation nights are nothing new to wealth managers. But, many are scurrying these days to host events to thank their high-net-worth clients for the continued trust and confidence they have shown during trying and volatile times. Traditionally, these occasions are dinner gatherings or seminars with cocktail hours where...
- For Art’s Sake: Client Appreciation Nights with a Cultural Twist Client appreciation nights are nothing new to wealth managers. But, many are scurrying these days to host events to thank their high-net-worth clients for the continued trust and confidence they have shown during trying and volatile times. Traditionally, these occasions are dinner gatherings or seminars with cocktail hours where...
- Make the Most of your Networking After the Event There is no question that networking is good for almost any business. For many people, this means attending networking events. Yet so many people struggle with these events for a number of reasons. It’s uncomfortable to attend an event alone. It’s intimidating to strike up a conversation with a stranger....
- Life Event:Targeting the Single Older Woman as Client Client life events are planning tools for advisors. Life events are inevitable; virtually every client will have some life event occur in the next year that might put money into motion. You have a chance to generate sales, referrals and deepen relationships with clients. Older women present a client...