Have a "new client appreciation luncheon"
Invite all your new clients from the previous quarter to the lunch. Send a written invitation, and when they RSVP, ask them to invite a friend as well. There is no better forum for meeting potential prospects.
-Bob Cobb, president and CEO of Ultimate Bank Advisor
The "new-client- appreciation luncheon" is a powerful marketing tool. Invite all your new clients from the previous quarter to the lunch. Send a written invitation, and when they RSVP, ask them to invite a friend as well. There is no better forum for meeting potential prospects. Create a light and fun atmosphere at the luncheon and wrap up with a request that your guests fill out a client survey sheet. Remind them that if they have enjoyed the level of service you have provided thus far, it would be a great compliment for them to refer someone else to you who could benefit from your service and expertise. You can also invite centers of influence (attorneys, CPAs, your bankers or other community professionals) to this event. It’s a great way to give them a unique perspective on how you serve your clients. Imagine the impact that this level of service could have on your practice. You are showering your new client with love for the express purpose of having him think, “Holy cow! I have been an investor for 20 years, and I have never had anyone deliver this kind of service.”
-Bob Cobb, president and CEO of Ultimate Bank Advisor, in Master the Art of the First Impression
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