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Published: Wednesday, April 02, 2008  

Client Events: WineTastings, Golf Outings and More
By Jim Robinson



Client Events...It is the Little Things That Count
Aspiring Financial Service Professionals should remember that it is the little things that mean so much…. Client Events enhance trust, credibility and your relationship with clients.  Client Events… enhance trust, credibility and your relationship with clients. 

Consider the following events for your clients: 

  • Chocolate Tasting Events
  • Pinics and Dinners
  • Sport Events
  • Group Cruises
  • Boating and WaterSports
  • Golf Outings
  • Holiday Theme Parties
  • Quarterly Client Board Meetings (Where your Top 20 clients give you feedback)
  • Ski Trips
  • Theater Events
  • Wine & Cheese Tastings 
Novel Idea! Parades
Why not sponsor a local community parade. Now don’t try to sponsor Macys Christmas parade ok. 1. It’s too big…far beyond your market. 2. You need a huge staff to pull it off. 3. This is not target marketing. Work with your local Chamber of Commerce on this. They will be glad to help. Get neighbors and community leaders to help. Volunteers love this kind of stuff! They will bring food; guest, kids and even the dog will tag along.  Talk to local merchants about picking up part of the costs.. Have Fun! 
 
Event Planning, Registration and Payments?
If it is a large event, get a pro to help you. Contact one of the following organizations for an Event Planner who has done private movies and events:
Hire a CSEP (Certified Special Events Professional) or CMP (Certified Meeting Planner). Here are the website where you can locate a professional event andor meeting planner:
Software Solutions for event planning, registration and payments?
  • Acteva - Your Online Event Registration and Payment Solution
Reporting: Gift and Entertainment Activities
Please be aware that your company(ies) Standard Operating Procedures –SOP will govern your choice of Client Appreciation Events you offer to clients and prospective clients. Your company’s SOP will guide you as to the value of gifts, meals and entertainment permitted to be given. It is equally important to note that your company(ies) will require you to report all gifts…regardless of cost. Some gifts and entertainment may need pre-approval by your manager or supervisor.  In addition to your companies gift and entertainment policies and reporting guidelines, you may also be subject to state laws, regulations or company policies governing rebating, sales inducements, marketing giveaways, or and sales contests. Please check with the appropriate person at your firm, agency, company or broker dealer.

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Categories: Client Events

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The articles published here represent the personal views of the author(s), and not necessarily the views of any securities firm, insurance company, FINRA, SEC or organization with which he or she may be affiliated. All statements made in these articles are for general information only and are not intended to provide, nor should they be relied on as, legal or investment advice.  Readers must consult with their qualified investment, tax or legal advisors before relying upon any content contained herein. Statements made in these articles may be incorrect for your state or jurisdiction. Also keep in mind that at the time when you read such statements the underlying rules, regulations and/or decisions may no longer be controlling or persuasive as a matter of investment or insurance law or interpretation.
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