Elevated Client Events
Elevated Client Events allows you share new, rarefied experiences with your clients so they associate you with one-of-a-kind activities they aren’t getting elsewhere.
This article in Financial Advisor Magazine emphasizes that managers who provide clients with opportunities to socialize in unique settings where they can form personal bonds are able to maintain high trust relationships and low client turnover. When you’re managing someone’s money you need to foster trust and relatability, which can only come from spending memorable, non-pressured time together.
Elevated Client Events is a partnership between Asset Allocator Institute and Catastrophicon Incorporated bringing you interactive superfan experiences.