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Lunch And Links

There are a lot of statistics to indicate that golfers are among the demographic most attractive to financial advisors. Odds are, you know several avid golfers within your own client base, and even if you don’t, this is an example of some extremely helpful information that can be garnered from a client survey.

Let’s face it, even duffers have a tough time saying no to a free round of golf. When you add lunch to the offer, it becomes even more attractive to the client, and gives you the opportunity to do a short financial presentation. And because of the way this program is structured, it gives your client an opportunity to advocate on your behalf as he plays 18 holes with three of his closest friends.

So whether or not you, yourself, are a golfer, I can’t think of a single reason why you wouldn’t want to utilize our Lunch and Links program. It’s an incredibly good way to reward a loyal client, get three strong referrals – and only eat up about 30 minutes of your time in the process.

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