Creating Memorable Client Events

In this episode of The Complete Advisor, host Dennis Mattern sits down with Vince Oldre, a seasoned Financial Advisor at CFG Retirement, to delve into the art of client appreciation events. Vince shares his journey from the wholesaler side of the industry to becoming a successful financial advisor, revealing the strategies behind his unforgettable client events.
Discover how Vince combines personal stories with creative event planning to foster lasting relationships with his clients. From nostalgic boat cruises on Minnesota’s Lake Minnetonka to innovative holiday traditions, Vince’s unique approach offers valuable insights for advisors looking to elevate their client engagement strategies.
Whether you're considering starting your own client events or looking to refine your current approach, this episode provides practical advice on scalability, personalization, and the importance of building genuine connections with clients. Plus, get a glimpse into the challenges and rewards of running successful events that clients eagerly anticipate year after year.
Don’t miss this chance to learn from Vince’s experiences and take your client appreciation efforts to the next level. Watch now for The Complete Advisor-your go-to podcast for mastering the art of financial advising!
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