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prospecting

    Marketing + Branding

    How to Make a Great Client Event [4 Simple Client Event Tips to Remember]

    by Monica Breeding June 20, 2016
    written by Monica Breeding

    Updated October 2, 2023, at 3:10 PM

    There’s a lot to consider when planning an event.  The venue, entertainment, food selection and service are all key components that you want to make sure you get right so that your guests have an enjoyable time.

    Whether your event is educational in nature, or geared towards a social gathering, the key tips we’ve provided below will help you embark on planning for your next event.

    Continue Reading

    June 20, 2016
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  • Marketing + Branding

    4 Steps to Prospect Over Dinner

    by J. Wesley Knowles March 10, 2016
    by J. Wesley Knowles March 10, 2016

    Updated September 20, 2023, at 10:50 AM As you may know, dinner seminars have been a part of the financial services world for many years. Everyone plans these events a little differently …

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