Let your clients gamble
I always tell them, 'If you win anything, you have to invest it.'
-Kasie Jacobs, a financial consultant with Investors Capital in Beverly, Mass,
Kasie Jacobs doesn’t mind if her prospective clients gamble. In fact, Jacobs encourages it—but only because she meets many of them during the casino cruises she organizes. “Doing fun things creates a buzz around you,” Jacobs explains. Aim for a trip that’s both fun and informative. Don’t make it an obvious sales pitch. During the cruise, the clients attend a short investing seminar, then have free reign to gamble, dance and dine with their advisor hosts. “I always tell them, ‘If you win anything, you have to invest it,’” says Jacobs. “It’s a great way to meet prospects. We end up booking appointments right off the ship.”
-Kasie Jacobs, a financial consultant with Investors Capital in Beverly, Mass, in OddBall Networking: 6 Unique Ways to Raise Your Profile
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