Client Events Shouldn’t Be All About You
During my years working at a large broker-dealer we regularly hosted client events. They generally followed a standard format: a private lunch for 20 or so people, featuring a speech by our CIO. He’d pitch a new fund we were recommending or explain some of the details of our investment philosophy — but whatever the topic was, the general focus was on our firm, our investment philosophy, our amazing staff. But then I helped put together an event with a very different kind of agenda — and it made me reconsider my approach to hosting client events.
Read Financial Advisor IQ’s article here.