Updated Saturday, October 25, 2014 as of 10:00 PM ET

How to Host Client Events That Work

Advisors are very social and genuinely enjoy being with their clients. They are natural networkers, with many using this skill to grow their businesses.

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Comments (1)
"What do cyber-security events, wine-tastings and an Antique Roadshow all have in common?"

"Marty.... you and your silly riddles"

"Its NOT silly"

"Well, whats the answer?"

"Your clients! All these events can be focused on YOUR financial advisory clients."


All jokes aside.... this was indeed a good one. It can help so many Financial Advisors get new ideas to build deeper client relationships. Jennifer Geoghegan really needs to Tweet this out as well (If shes got an active Twitter handle).

Thanks for sharing!

Marty Morua
Posted by MARTY M | Saturday, July 19 2014 at 7:22PM ET
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