The Blessed Client Event

The Blessed Client Event

Today’s affluent investors want to know their financial advisors personally. Getting social with them not only serves that purpose, but it puts an advisor in the position to get personally introduced into their spheres of influence. Monthly themes are a rainmaker’s paradise.

Here are four basic requirements to getting started:


1. Frequency – We recommend monthly events, rather than quarterly. Elite
advisors understand t

Register to view the full article

Sign up for a FREE membership to – the leading provider of insights and intelligence for investment advisors

Hide comments


  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.