Throw a Party
Small parties are great because guests see exactly how we show our appreciation to clients. --Shashin Shah
Many financial advisors have held small parties for clients and prospects with good results. Shashin Shah, owner of SGS Wealth Management in Dallas turns client appreciation events into winetasting gatherings held at restaurants’ private rooms for clients and their friends. While wine professionals handle the uncorking and pouring, Shah meets and mingles with the crowd. The result: One out of every five guests turned into a new client, for a 20 percent conversion rate. “Small parties are great because guests see exactly how we show our appreciation to clients.”
-Shashin Shah, owner of SGS Wealth Management in Dallas, in What Type of Event Attracts the Most New Clients?
and 