Think about it—someone nearing retirement is not going to have the same values or perspective on your services that a next generation investor will have. Use these differences to your advantage! Opt to host more individualized events that may be smaller, but are tailored to your attendees’ particular needs. This will help you position yourself not only as a trusted resource, but also as a valuable connection who understands clients beyond their portfolios.
We’ve put together some event ideas based on the niche needs of a few targeted markets. Feel free to use these or build upon them to create an avenue for connecting with your potential prospects.
Empty Nesters
Most members of this demographic are recent empty nesters. Try teaming up with a local business and putting on an event that could complement your financial plans during this time of new-found freedom, such as a wine tasting, cooking class or a vacation planning workshop.
New Families
Try hosting a prospecting event that everyone can enjoy, such as a BBQ picnic or movie night with plenty of promotional items to go around. This allows clients to know that you are invested in their family as a whole from the start and could encourage loyalty when the time comes for their kiddos to start investing.
Women
Get in touch with this rapidly growing demographic by introducing your services at social gatherings that these prospects enjoy most.
Delve into hosting a spa day at a nail salon where the ladies can discuss financial planning with you and other attendees while getting pampered.
Millennials
Try sponsoring a service opportunity to help gather this group of 20 somethings in one place to help the community and promote your services. Together, you guys can make a difference in the world—and in their financial plans for the future!
Entrepreneurs
Entrepreneurs are always in need of financial advising. However, many of them are too busy running their small businesses to even have a consultation meeting with you.
Why not have your event take some of their work day duties off of their hands and center it around a routine they would normally take part in during office hours?
We suggest partnering with a local shredding company and putting on a shredding event where multiple small businesses can come to your office and shred old documents while they learn about you and your services.