Driving Enterprise Growth
Includes Q&A - with Duncan
Tuesday, December 17th at 12 pm ET
For RIA and Broker/Dealer enterprise leaders, the mandate is clear: scale advisor impact, retain valuable clients, and drive net new assets. But achieving these goals across a large advisory team requires a strategic approach that balances growth with high standards of client engagement.
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Measuring the True ROI of Client Events
2024-10-28 • 4 min video

Turn an Ordinary Event Into An Extraordinary Experience

Professionalizing a client event involves more than just the day itself"it's about the strategy, execution, and follow-up. The W5 framework helps guide this: Why, Who, What, Where, When, and How. Why are you hosting? Who is it for"perhaps the top 20% of your clients? What is the theme, and where and when will it be? Finally, how will you execute and follow up?

Think beyond traditional events. Creative options like a shredding day with activities for kids can generate lasting connections. Follow-up, such as sending photos, can create buzz well after the event.

The W5 framework is a cycle: plan, organize, promote, produce, follow up"then repeat. By focusing on client preferences and ensuring every detail counts, you can turn an ordinary event into an extraordinary experience.

Subscribe to my "Always ON" podcast for more strategies on balancing productivity with purpose. 

Apple Podcasts: paretosys.co/ao_ap 
Spotify: paretosys.co/ao_sp
Find Your Channel: paretosys.co/ao_bb
 

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