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Winning Over Clients with Events | Financial Planning

When Deborah Rhodes Van Buskirk left her teaching career to join her father, Bruce, at The Rhodes Group of Raymond James & Associates in Boca Raton, Fla., last year, one of her main goals was to bring in new clients who were young professionals like herself. A key strategy—throw great parties.

“We want clients to trust us and see us as real people, not just hammering investments,” she says. To that end, Van Buskirk has helped spearhead several events since she joined, including a seminar on identity theft and an upcoming cooking class. She presents about one event every other month and will consider adding more as she determines which are most successful.

via Winning Over Clients with Events | Financial Planning.

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