Why Host A Client Appreciation
Event?
How many clients did you lose
last year?
Client Appreciation and
Referral Building Events
VIDEO
See Shari in action, view the Client
Building Video
(Windows Media Player)
Why Host A Client Appreciation Event?
Diane Stewart's poll
:
68% of clients left their current supplier due to
"attitude indifference"
- the supplier forgot to show they cared.
How many clients did you lose last year? Three? Four?
And how much money do you spend each year attempting to obtain new clients?
Did you know that the single greatest reason why
companies, such as financial planners, lose clients each
year has nothing to do with the skills and services
provided? … In fact, according to statistics
gathered by Sandler Training Institute:
78% of respondents said
the real reason they changed suppliers was
" they didn't feel appreciated"
- their business was being taken for granted.
Advisors need to make themselves referable, not just by exceeding service expectations, but by going the extra mile and ensuring clients understand that their business is valued. They need to create a methodical process for reminding clients that they are open for business. When, in a recent study, we asked top-producing financial advisors about the changes they are making to their client communications strategies, the message was clear; they’re focusing on tools and events that make clients feel special, and that educate them and reflect their individual interests, such as appreciation events, small workshops and personalized newsletters. Tools on the way out include generic corporate newsletters and large-scale seminars.
- Investment Executive by Julie Littlechild and Dan Richards
Quality and lasting relationships are the backbone of
every successful business.
Client Appreciation events are an inexpensive way of
communicating this to many clients at one time. The event
helps you to retain existing clients, while being the
vehicle to attain new clients.
Events can range from seminars to dinners to wine touring adventures.
Client Appreciation and Referral Building
Events
Wine. Living The
Moment
Northern Exposure
Red Wine and Chocolate
Niagara Wine Safari
Wine.
Living The Moment - 2 HOURS
Wine.Living The Moment is an interactive and experiential
wine seminar about living life fully and being present in
the moment. Wine is a means by which the guests can
discover this, all the while exploring their sense of
sight, smell, taste and feel. Guests sample five wines
throughout the event, along with food items to give them
first hand experience of wine and food pairing
combinations. This seminar is an entertaining way for
companies, such as financial advisors, to express
appreciation to clients for their loyalty and continued
business. The seminar can also provide a unique environment
to educate clients about products and services or introduce
new clients and referrals to your business.
Northern
Exposure – 2 HOURS:
Northern Exposure is an interactive wine seminar that
celebrates wines produced in the world’s cool
climates, such as areas of France, New Zealand, Northern
California, Ontario and Long Island, New York. In this
seminar guests sample five wines throughout the event.
Red Wine and
Chocolate – 2 HOURS:
This is a fantastic event to hold for your clients close
to the holiday season and near Valentines Day. You could
even send out an invitation to your clients asking them to
be your Valentine and attend this event! In this seminar
guests will taste a variety of chocolates, all married to
red wines from various regions.
Niagara Wine
Safari – 8 HOURS
Join best-selling author and TV Journalist Shari Darling
and on a Niagara Wine Safari. Participants will stroll
through a vineyard, watch a video, tour a winemaking
facility and sample a wide array of wines at three
wineries, along with enjoying a light lunch.