Client Acquisition Through Innovative Events


MEMORABLE EVENTS CREATE
DEEPER RELATIONSHIPS

Make a lasting impression

High net worth clientele are discerning. They seek high quality, and they expect it from their advisors. You may need to go beyond providing basic product and service offerings to deliver truly unique and memorable experiences. Engaging their personal interests through memorable events engenders emotional associations, which is key to client loyalty. From white-glove events, to wellness events, to community events and more, discover how to create customized experiences that help differentiate you and drive demand for your services.

Having a business plan for your marketing efforts is key to a successful event calendar. Using our blueprint can help you get started: go to Your Marketing Business Plan.

 


Featured Resources

  

Your Marketing Business Plan: A Blueprint for Your Practice

Put a marketing business plan into motion that will help you achieve your long and short term goals.


All investments involve risk, including loss of principal. Past performance is no guarantee of future results. Please see each product’s web page for specific details regarding investment objective, risks, performance and other important information. Review this information carefully before you make any investment decision.

The Advisor Partnership Program (TAPP)®, Our Experience. Your Potential®, ACES®, ACES — Advisor Commitment to Education and Service®, and Retirement Reimagined® are registered trademarks of Legg Mason Investor Services, LLC.