Bourbon and Blues is one of my 10 minute Monday interviews. The focus of 10 minute Mondays is specifically for new and exciting client event ideas. For these interviews I will try and take a quick 10 minute look at some of the interesting client events I come across and go over the details on that in hopes that the event idea may be a good fit for your practice. I know Advisors are always looking for ways to connect with their current clients in new ways and straighten the relationship even more, and at the same time attract new prospects. I have worked Jeff Bigler and his team for number of years and not long ago he did an event that just sounds cool, called Bourbon and Blues. I asked Jeff to sit down with me and go over the details and offer his take on the success of the event. I hope you enjoy Episode 2 with Jeff Bigler.
SOME QUESTIONS I ASK:
- How did you come up with this idea
- What other types of client prospecting does your team do
- What are some key lessons learned from these events
- What are your client event plans going forward
IN THIS EPISODE, YOU WILL LEARN:
- The importance of having a system in place for large client events
- How to position a client event as a networking opportunity for them
- How to create a buzz around your event to the point they are asking you
- Strategic follow up, especially with those clients that did not attend