Tag: Client Events

Let’s get something straight right out of the gate. Yes, you should show up on time. Yes, you should do what you say, finish what you start, and say please and thank you. Dan Sullivan…

Let’s dive into the exciting world where professionalism meets business friendship. POINT #1 One study of affluent clients demonstrated that while satisfied clients are highly loyal (98%), a low percentage (20%) provide referrals and make…

In-person event marketing and introduction events are coming back. If you are interested in meeting more affluent and wealthy prospects, then introduction events need to be a part of your toolkit. There are many high-level…

Bring-a-Guest events have long been a staple in financial services as a way to meet qualified prospects. But what about in this virtual world we’re living in at the moment? Can Social Event Marketing still…