ADVISOR WORKS CLIENT EVENT & SEMINAR SERVICE
Client Events & Seminar Service: Sometimes it is just nice for a client to receive a “thank you”. For your “A” and “B” clients holding an appreciation event to thank them for their business can lead to more business. Depending on budget, Advisor Works can show your appreciation to clients by delivering gift baskets or flowers, or arranging special dinners, concerts, guest speakers, educational events (wine tasting, gardening, lessons with a golf pro, etc.). Through any of these events, the Advisor will be the “gracious” host for his/her clients while an Advisor Works rep makes certain the event runs smoothly. Occasionally an Advisor would like to provide a seminar for his/her existing clients and Advisor Works will make certain all of the details for this event are complete; including any required compliance approvals. As always, an Advisor Works rep will confirm a guests attendance and follow up with them following the event.
Prospect Seminar Service Setup Process:
Advisor Works Prepares Seminar
Day of the Event
After the Event
Client Events & Seminar Service: Sometimes it is just nice for a client to receive a “thank you”. For your “A” and “B” clients holding an appreciation event to thank them for their business can lead to more business. Depending on budget, Advisor Works can show your appreciation to clients by delivering gift baskets or flowers, or arranging special dinners, concerts, guest speakers, educational events (wine tasting, gardening, lessons with a golf pro, etc.). Through any of these events, the Advisor will be the “gracious” host for his/her clients while an Advisor Works rep makes certain the event runs smoothly. Occasionally an Advisor would like to provide a seminar for his/her existing clients and Advisor Works will make certain all of the details for this event are complete; including any required compliance approvals. As always, an Advisor Works rep will confirm a guests attendance and follow up with them following the event.
Prospect Seminar Service Setup Process:
- Initial Advisor Works Consultation.
- Complete long version of questionnaire providing details of advisor, office, staff and families of each; also any specific info particular to their office situation.
- Agreement for frequency of seminar(s), type of seminar, specifics of mail drop, location etc.
- Topic Option Selected: Retirement, Estate Planning, Tax Minimization, Wealth Management, Other (additional fee may apply)
- Level of Event: Basic—Continental type (coffee/tea, pastry); Cocktail: Wine, Beer, cheese/crackers; Premium: sit down dinner.
- Participation events can also be arranged; wine tasting, gardening techniques; golf pro lessons, cooking events, tours in restricted places, etc.
- Guest speaker for additional cost.
Advisor Works Prepares Seminar
- Seminar presentation to be completed (one week).
- Advisor approves presentation.
- Advisor Works submits presentation to Compliance (on approved dealer templates).
- Invitation completed & submitted to Advisor.
- Advisor approves invite.
- Advisor Works submits invite to Compliance and manages process thru to approval.
- Advisor's staff provides list of guests to be invited.
- Advisor Works will source location, provide seating options, menu options, depending on level of event selection.
- Advisor Works will mail out invites, provide a service for guests to RSVP to and follow up with each guest prior to event for two major reasons; to remind them of the event and to confirm again their attendance to avoid unnecessary expense for no shows.
Day of the Event
- An Advisor Works event planner will attend event to ensure it runs smoothly.
- Advisor to arrive at event location 30 minutes prior to start time.
- Advisor Works representative will review the event schedule and provide any final instructions.
- Advisor delivers presentation and instructs attendees to complete survey/questionnaire for draw.
After the Event
- Advisor to provide scheduled meeting times.
- Advisor Works will follow up with attendees to book meetings at agreed up times with Advisor.