The Ultimate Affluent Social Event Pre-Meeting

The Ultimate Affluent Social Event Pre-Meeting

For this week's submission, The Oechsli Institute breaks down the planning process behind an affluent social event.

For this week's submission, The Oechsli Institute breaks down the planning process behind an affluent social event.​

 

Team,

We need a strong pre-meeting if our upcoming client event will be a success. There’s a lot at stake with deepening our affluent client relationships and being introduced to and engaging the affluent guests who attend.  Remember, this is all about relationship management and relationship marketing.  Our success will depend on careful preplanning and thoughtful execution. 

This event is a team effort and we need everyone’s best effort.  Let’s meet to define some key responsibilities:

 

Event Preparation:

The following is a list of final to-do’s before our event:

To Do Team Member Responsible Timeline
Example: Client Check-in Call Susan Today

Event Roles:

In addition to engaging clients and prospective clients, each of us will play a slightly different role at the event:

Team Member Role Key to Success
Example: Fred Greetings and Name Tags Knowing Names and Faces

 

Our Story:

We need to all be on the same page with our team message.  Let’s discuss our answers to questions we are likely to get:

What’s going on with the markets right now? 

How are things at the office?  and/or How’s business been?

Who do you think is going to win the election?

 

Client Concierge Assignments:

Our objective is to give each client and guest concierge level personal attention.  We will divide up primary responsibilities in advance so that each team member is responsible for certain clients.  This does not mean you can’t venture off and speak to others, but do keep an eye on your client assignments.

 

Client/Guest: ex. John and Sally Smith  
Team Member Responsible: Sam

Conversation Topics (Key Life Events, Hobbies, Interests):  Recent golf courses played, progress with flower garden, involvement at Boys and Girls Club, Daughter (Rebecca – 28) and son (John Jr. 32).

Strategic Intent:  Uncover names of John’s golfing buddies

Follow-up Game Plan: Invite them to upcoming golf clinic

 

Client/Guest:_____________________ 

Team Member Responsible:____________________

Conversation Topics (Key Life Events, Hobbies, Interests):

Strategic Intent:

Follow-up Game Plan: 

 

Client/Guest:_____________________ 

Team Member Responsible:____________________

Conversation Topics (Key Life Events, Hobbies, Interests):

Strategic Intent:

Follow-up Game Plan:

 

I’m really looking forward to this event – hope you are too.  We will all have a great time together.  Thanks for your extra effort in making this a success.

 

Regards,

Team Leader

 

Stephen Boswell and Kevin Nichols are coaches with The Oechsli Institute, a firm that specializes in research and training for the financial services industry. @StephenBoswell @KevinANichols www.oechsli.com

 

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