Episode 2 with Jeff Bigler: Bourbon and Blues (client event idea)

Bourbon and Blues is one of my 10 minute Monday interviews.  The focus of 10 minute Mondays is specifically for new and exciting client event ideas.  For these interviews I will try and take a quick 10 minute look at some of the interesting client events I come across and go over the details on that in hopes that the event idea may be a good fit for your practice.  I know Advisors are always looking for ways to connect with their current clients in new ways and straighten the relationship even more, and at the same time attract new prospects. I have worked Jeff Bigler and his team for number of years and not long ago he did an event that just sounds cool, called Bourbon and Blues.  I asked Jeff to sit down with me and go over the details and offer his take on the success of the event.  I hope you enjoy Episode 2 with Jeff Bigler.

SOME QUESTIONS I ASK:

  • How did you come up with this idea
  • What other types of client prospecting does your team do
  • What are some key lessons learned from these events
  • What are your client event plans going forward

IN THIS EPISODE, YOU WILL LEARN:

  • The importance of having a system in place for large client events
  • How to position a client event as a networking opportunity for them
  • How to create a buzz around your event to the point they are asking you
  • Strategic follow up, especially with those clients that did not attend