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Archive for the ‘Client Events & Entertainment’ Category

Purposeful Client Events

Posted By Michael Roby | Tuesday, May 25th, 2010

Traditional client appreciation events often are inexpensive banquets at best and poorly masqueraded sales seminars at worst. Either one can serve a useful business purpose, but consider hosting a slightly different client event – a event based upon “purpose.”

Recently I visited with a financial advisor in the mid-south who takes a novel approach to client events. This advisor sponsored a golf tournament; nothing unique about that. What made it unique was it was a charity event tied to a major national charity – The V Foundation. From the Foundation website: “It has been just 17 years since The V Foundation for Cancer Research was founded by ESPN and Jim Valvano. And what significant work has been accomplished during that time! Since 1993, The V Foundation has raised more than $90 million and awarded cancer research grants in 38 states and the District of Columbia. Researchers have developed their laboratories and taken their science from the labs to the clinics with the help of funds raised by The V Foundation.”

The event was replete with unique gifts from national sports celebrities, creative hole sponsorships, and appearances by regional sport icons. Clients loved it, and the event drew a huge number of affluent prospects. In addition, considerable publicity mentioning the advisor’s name offered significant favorable exposure.

vfoundationlogo 150x75 Purposeful Client Events	This advisor used this event for a good purpose. A wonderful charity received tens of thousands of dollars, and the advisor is viewed as someone who puts something back into his community and society. Consider this type of client event next time you decide to host another boring chicken dinner.

The Great Digital Scavenger Hunt: Six Tools For Finding Professional Speakers Using the Web

Posted By Michael Roby | Sunday, January 24th, 2010

Budgets are tight and getting tighter. Every facet of the meeting planner’s day involves facing an onslaught of details preparing for an event. Selecting sites that fit the bill, building menus, choosing premium items, and coordinating agendas with the input of multiple constituencies and coordinating an endless flood of details are just a few of your challenges. Selecting outside speakers from the oratory multitudes present unique challenges. In about one-third of a second, googling “Professional Speaker” offers almost 9.8 million choices, and you don’t have time to listen to all of their demos, so you pick one and hope for the best.

The location and property are perfect. Catering over-delivers on their service promise. The schedules work, collateral materials exceed expectations, and everyone loves the room gifts. Then it happens – your speaker bombs! Consider the following six ways to effectively use the web to help you find qualified speakers that meet your needs.

Search Terms: Be as specific as possible using search terms, but keep it simple. Include terms that identify exactly what you want, including the type of presentation, (keynote, training, motivational, breakout, etc.), location, and industry. Be descriptive.

Speaker Websites: When looking at speaker or bureau websites, look for testimonials, experience, and demo videos. If finding content is difficult, then you might question the speaker’s ability to communicate from the platform. If the speaker blogs, you also see the type of content they deliver.

LinkedIn: This social media site offers a huge amount in a standardized form. General information about the speaker, as well as testimonials, links, and group affiliations all provide insight into a speaker. Testimonials become easier to expand and verify. You can even do market research that provides information from other meeting planners, as well as groups devoted to meeting planners. Networking with other meeting planners develops a massive amount of intellectual experience capital.

Facebook: Another social media networking service, Facebook is traditionally thought of as a “personal” site. However, more businesses are building a presence on Facebook. “Fan Pages” give you an idea of others who may have used the speaker’s services – or a sampling of their friends and family. This site also offers the potential to see professional speakers away from their businesses.

Twitter: Twitter is a social networking and micro-blogging service that enables its users to send and read other users’ updates known as “tweets.” Tweets are text-based posts of up to 140 characters in length – just enough – and it is free. Twitter is searchable, and offers a glimpse into the world of value creation of speakers. Tweets often include links to other resources that may be helpful in your search.

Professional Associations: The National Speakers Association (www.nsaspeaker.org) and their numerous state chapters (for example, the Minnesota Chapter’s site is www.nsa-mn.org) offer directories of professional speakers that provide a buffet of talent from which to choose.  The fact that speakers hold membership in a professional organization does not mean they are a great speaker or will meet your needs, but it does mean they have met membership criteria and subscribe to a code of conduct that provides some accountability. The ability to find and search speakers in one place makes associations an invaluable resource.

The web becomes a valuable tool to help your make finding a professional speaker easier, and with better results.

A Not-So-New Idea: Dinner Seminars

Posted By Michael Roby | Wednesday, November 4th, 2009

Restaurant business is down due to the economy; people do not go out as often. In the November 2, 2009 issue of Nation’s Restaurant News, trainer and professional speaker Jim Sullivan wrote, “Not that we’re out of the woods by any measure. Grocery prices are falling and restaurant prices rising. Technomic recently reported that in the past three years 21,425 units have closed in the United States, and 84 percent of those were full-service operations. That reflects the worst three-year contraction in foodservice history.”

What does this possibly mean to financial advisors? Coupled with consumer’s expressed desire for education and guidance as to where to go from here, consider a tried-but true marketing concept: dinner seminars.Advisors report seminars are more popular than any time since the 80’s, and clients are attending seminars in record numbers. Restaurants need the business. Contact restaurants to negotiate more favorable pricing for dinner seminars. By making a commitment for multiple events, and you might get a significan price reduction. Also ask for complementary gift certificates. Often you get these at a greatly reduced costs, because restaurant operators know when you have a gift certificate, you bring guests!

Americans love to eat out. They want and need economic news and education. Use the current situation to your advantage as you demonstrate to people in your community you continue to provide information and education that help them make intelligent decisions about money, and do so in a cost-effective manner.

“If you feed them, they will come.” Good selling!