You have sourced names for introductions online. You have an affluent client base and you know the high net worth market has a variety of complex needs and high expectations. High net worth clients switch advisors, and one of the main reasons is the quality, or lack thereof, of service. Attracting and retaining this discerning clientele will require you to go above and beyond offering your basic products and services – that’s a given!
You need to offer unique and memorable experiences, customized events that tap into the interests and values of your clients and prospects creating a lasting impression.
Creating an experience is not just about entertaining your clients and prospects, it is about engaging them! Think outside the box, the goal is to zero in on your interests, whether it is art, travel, leisure activities and/or community events, then customize the events to those interests. This helps connect you with whom you have a natural affinity. Below, is a video that takes you through the Top 10 ideas for innovative events, memorable events, as well as a quick reference guide (AKA Cheat Sheet) to serve as a reminder.
If you can’t access this YouTube video through your firm’s firewall, you can also check it out on my website lauravirili.com or view this from your mobile device.
Download the Printable Quick Reference Guide
Be sure to check out the additional videos in this series on my YouTube Channel or directly from my site, LauraVirili.com, to learn how to Kill it Online & Off.
