Intimate Social Events eGuide


Intimate social events have a positive impact for both strengthening the loyalty of current affluent clients and attracting new affluent clients. We’ve taught this tactic for over a decade and have had the pleasure of using this concept with some of the best advisors in the business. In doing so, we’ve seen phenomenal successes up close and personal.

This eGuide offers these insights as well as templates, planning tools, and scripts to help you host more frequent and more effective social events. This 53-page eGuide covers:

  • The optimal event size and number of guests
  • An Event Checklist for gathering event ideas and buy-in
  • 25 creative intimate social event ideas
  • Scripts for mastering the invitation process
  • The power of strategic intent in your event planning
  • The art of schmoozing and building rapport with guests
  • How to ask the right questions to generate follow-up with client guests
  • How to make follow-up natural and seamless (scripts included)
  • How to categorize guests and develop a systematized process for follow-up
  • Ways to ensure your social gathering is memorable
  • How to generate additional buzz through social media