2019 kick start for clients and staff
As a planner you are all about enhancing your clients’ financial well-being – yes? Here’s a perfect complement to that purpose. As well as gaining from the initiative, they will value the fact that you offered them this gift.
If you do routine client up dates – this is a neat fit. Otherwise it’s a super positive one-off event. And it doubles as an effective staff well-being initiative.
- Invite your clients and their friends to evening drinks, breakfast or lunch.
- You give an update to reengage them with the role you play in their life.
- You introduce the “Live Well. It’s All About You” session.
- Network. They will be buzzing, so a perfect atmosphere to engage with them.
The parallel with the role of planners is strong. The session is all about regular small investments, time and decisions, in our well-being, relationships and the other things important in our lives. With a long life and a great quality of life as the ROI. Sound familiar?
Rob is one of Australia’s leading speakers, so there will be tons of fun and a swag of take home messages. And there are a few ways to make this work at lesser fees than his long lead time large conference bookings.
Share your thoughts and questions below and let’s have a conversation.