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Question by Dan O: What marketing strategy would you use if you wanted to attract senior investors? (i.e. events)?
I will receive my FA license soon and I have to start attracting potential clients. I was planning on hosting a bridge tournament providing information from the bank I will work with as well as my advisory services?
Any other ideas?
Best answer:
Answer by zeuz
How about creating a free seminar with other professionals that offer services relevant to seniors?
- Estate planning professionals
- Health coverage for seniors
- Long term care for seniors
- Your products & services
The seminar should be a half-day. Have it catered at a nearby hotel. (Pick a high-end hotel, such as a Westin or Four Seasons. If you skimp on the hotel, you might as well as tell all of your prospective clients that you’re hard-up for cash.)
The seminar can include a free buffet breakfast. Offer a free gift for those who stay to the end. (The free gift can be a $ 100 coupon off of your regular fees.)
What do you think? Answer below!
