Archive for the 'Events' Category

The Social Security Breakfast Event


Here is a great event for your retirees and pre-retirees.

The Social Security Breakfast.

Clients and their friends are always interested in learning more about the Social Security system and how it can benefit them.

The Social Security Administration (SSA) is always interested in helping citizens learn their options.  If fact, they are so driven to providing this education, they now make speakers available at no charge for YOU.

Go to and sign up for a speaker.

Arrange for a breakfast at the local hotel that provides a buffet.  This keeps the cost very reasonable.

Hold the event on a weekday morning,  This way you attract those retirees and clients who “don’t like to drive at night.”

Be sure and follow-up with an income analysis for each guest!

Guide – Clients want to learn more about Social Security.

Action Item – Start by contacting SSA for your free speaker.

© 2010 The Advisors Center, LLC – All Rights Reserved

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Client Event Idea – Shredding Day/Week


How can we add value to our client and center of influence relationships, help them, and do good works?

Make Thursday, April 22, 2010, Client Shredding Day!

Oh, by the way,  This also happens to be Earth Day.

Here are some of the benefits:

  • Clients properly dispose of  papers with personally identifiable information
  • Reduces the risk of identity theft
  • Encourages clients to tell their friends
  • Encourages your COIs to tell their clients
  • The shredding truck charges by the hour, not by volume
  • Promote it in the community as a “Green Event”
  • It is not very expensive
  • Partner with the shredding company – You are promoting them too
  • Create a press release for the event and get it in the newspapers
  • Make it a “Community Shred”
  • Leverage “Earth Day”
  • It should be easy to find sponsorship that may defray some of the cost
  • Invite local law enforcement to take part
  • Invite other community organizations to join you
  • Drive traffic to your website
  • Drive traffic to you

You get the idea.  An event that is easy to leverage!

Guide – Great client events can be fun, easy and not too expensive.

Action Item – Hold a Shredding Day in Your community on Thursday, April 22, celebrating the end of tax season and Earth Day.

© 2010 The Advisors Center, LLC – All Rights Reserved

Please leave comments to share with others by clicking the comment link below the title of this article.

The Rainmaker Dinner

The most successful event in the history of my practice by a long shot?

The Rainmaker dinner!

What is the Rainmaker dinner?

This annual event brings together 7 to 9 professional advisors that you have worked with or want to work with for a private dinner.

  • Identify the attendees – These are the best advisors:  CPAs, Enrolled Agents, Attorneys, etc.
  • Secure a venue.  This would be a private dining room in a nice restaurant.  The seating should be a rectangular table (not round) like your dining room table at home, so everyone can talk with everyone.
  • Identify an outside guest speaker (maybe) – As a newer advisor, you may want to bring in a speaker to talk about a topic your guests would find interesting in the area of practice management or business building.
  • Personally invite each guest with a phone call and explain to them this unique networking opportunity to meet with you and some peers to discuss some ideas.
  • If possible, order dinner in advance as it only takes away from your time together – Give each attendee the choice of a seafood, beef, chicken or vegetarian entrée.  Salads and desserts can be standard.
  • Gather about 6pm for drinks but make sure your server insists that you be seated by 6:30 sharp.  Engage the staff in helping get the group seated.
  • Thank all for being there.  Go around the room and ask the guests to introduce themselves, the name of the firm and their specialty (or ideal client!)
  • After salads are served, ask your speaker to engage the group casually in the topic for the evening.
  • Again after dessert, thank your entire party for their participation in your practice and for coming this evening.
  • Make sure a credit card has already been filed with the restaurant so there is no need to pay as dinner ends.

Be sure and follow up within 48 hours with each guest to set an appointment to discuss the concepts that were brought up over dinner.

This dinner is virtually guaranteed to add value to your relationships!

Guide – Bringing together peer advisors over dinner leads to great comradery and is valuable for all as a cross networking opportunity.

Action item – Set up your rainmaker dinner as soon as possible.  It is really worth it.

© 2009 The Advisors Center, LLC – All Rights Reserved

The Vendor Event


So you’re doing business with these folks all year long, right?

Which folks, you ask?  Why ,  your vendors of course!

These people provide you with ALL of the products and services you  use and may also offer to your clients.

I would suggest that these vendor relationships are extraordinary, intimate and valuable.

And yes, I did say intimate. 

How well do your vendors really know you? I bet quite well. You have leaned on them and they have leaned on you.  And after all, isn’t that what relationships are all about?

In many cases you would be lost without them. And consider this: some  may  even  be  “ideal” clients!  Many might even refer a prospect–or at least be capable of it!

This  team of professionals that service you and your business represent a wonderful opportunity.

The Vendor Dinner

Each year, my wife and I look at our list of vendors and ask a simple, yet very important question: “In the past year, who are the top 8 individuals that have ADDED THE MOST VALUE to our business?”

Usually the answer is obvious, and many individuals make the list year-after-year.

Once we have established the list, we invite each individual to a  group  dinner on us, complete with a private room, open bar, an excellent meal (appropriate to the times, this year our vendors requested a nice burger place!) and great conversation.

We let them know with a grand toast that we are successful because of their help and assistance.

They definitely feel appreciated!

This has been going on now for 12 years and has certainly been worth it.

Many have become clients, most have become friends, and several have referred prospects–and all have taken great care of us whenever we’ve needed it!

We are just beginning to think about next year’s event, which will take place as it always does in February.

So consider thanking them in a tangible and special manner. 

This has arguably been the most successful event we hold each year, and it is always a lot of fun!

Guide – Thanking people for their help and loyalty goes both ways.

Action Item – Plan a Vendor dinner for some of your most valuable relationships.

© 2009 The Advisors Center, LLC – All Rights Reserved

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