I officially opened up my office last Thursday and am now planning my open house. So far I have ribbon cutting, door prizes, food and drinks. Any other ideas that have worked for you? I also plan on having a attendance book to get everyone’s name/address/phone number. Thanks!
If you haven’t already, join your local chamber of commerce. They can help you with your ribbon cutting, but you should also spend about a month or so before your event handing out invitations at their mixers, etc. It won’t bring in any HNW clients, but it will get your name out there and you may meet some good referral sources. I’ve been to a lot of ribbon cuttings in my community and the best ones: (a) have really good food (think catered not Costco), (b) serve alcohol as well as soft drinks (people will stay longer0, © have lots of door prizes (again, people will stay to win something), and (d) have some structure around the event (i.e., a tour or short presentation). That last one is important. Believe it or not, people are expecting you to showcase your services, not just throw a party. Good luck!
Not for nothing, but if you are actually having door prizes, I would be careful about what you raffle off. A “door prize” at an advisors office sounds pretty cheezy. I would recommend something like a nice framed painting or print from a local artist (or a subject that is reflective of the area you live in). Maybe even get a local art dealer to donate or sell it to you at cost (and invite them to come). But don’t call it a “door prize”. That reeks of H&R Block or the Mutual Fund Store.