Posts Tagged 'Events'

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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