Most successful financial advisors will tell you that a client appreciation event can be an incredible opportunity for new business. And maybe you’ve tried them in the past, spent a lot of money and ended up with little additional business. I used to have those same disappointing results until I discovered the “secret sauce” of client appreciation events.

Using our secret sauce, you will end up garnering between ½ and 2 referrals for every attendee at your party. That means if you have 100 guests, you can expect between 50 and 200 referrals. With our turnkey invitations and follow-up process, clients will actually be excited about giving you referrals.