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25 Entertaining Ideas Wholesalers Use With Advisors

Wholesaler Entertaining

Recent Wholesaler Masterminds calls have focused on entertaining.

In the process we assembled quite a list of ideas to engage your clients and prospects.

During our calls we fleshed out each idea and discussed best practices around many of the listed items.

Undoubtedly some of these are already in your arsenal.

Hopefully there are some new ideas that you can leverage the next time you need to make a memorable impression entertaining clients and prospects.

Feel free to add more ideas via the comments section below.

  1. Laser tag
  2. Wine tasting
  3. Beer tasting
  4. Boat cruise
  5. Poker game for charity
  6. Hiking
  7. Road cycling
  8. Running
  9. Bring client to your favorite charity event
  10. Dine where you know the owner – and have them choose the wine
  11. Paintball
  12. Cooking competition (think Top Chef)
  13. Host a tailgate party
  14. Indoor golf
  15. Whirlyball
  16. Fly fishing
  17. Dinner with private chef
  18. Rent a masseuse to attend meeting
  19. Host breakfast cooked at reps office
  20. Bowling with custom shirts
  21. Go carts
  22. Cooking class
  23. Custom suit/shirts fitting
  24. Rent theater for movie showing i.e “Wall Street”
  25. Backstage/behind the scenes access (theater, sporting event, etc.)

Recently I was describing to the president of a distributor what we do at Wholesaler Masterminds. I explained that we operate ‘in the cracks’ of  wholesaling. We coach on the most granular details of our craft. Recent topic have included Navigating The NO, So What – Why You?, Getting COIs To Love You, and The Best Ways to Engage Advisors…Fast.

Last night I received an email from a coaching client that said:  I’ve already qualified for the awards conference for this year—-first time ever.  Thank you for your help!!!!

Why not explore a Wholesaler Masterminds Coaching opportunity and take your game to the next level in the year ahead?

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Comments

  1. I have hosted puppy training or puppy socialization sessions @ the most upscale retirement community for ultra HNW seniors, they {both} love the attention

    I have also hosted a series of sessions for the year that are as follows:

    Q1 = Clay pottery session {make your pot}
    Q2 = Art session / Paint & Fire your Pot
    Q3 = Bonzai expert grower & trimmer exibit {purchase/optional and plant in your pot}
    Q4 = Soil / garden expert – examples of how & when to clip/prun garden…
    ALL display pots and plants / vote on most colorful, best design, etc…

    Wine/dinner event where wines are made/ bottled/ named/labeled by teams made of tables of 10 & judged by the winery owner at dinner followed by a breif presentation.

  2. To any wholesaler , I would caution to think through any event with your B/D and OSJ. There are strict FINRA limitations on dollars spent as “gifts” and indirect compensation that are not directly related to business. Some of these limits are cumulative and new “best practices” at many B/Ds do not allow some events that might have gone on in the “old days”. The best practice for any wholesaler is to fully describe the event, the business intent, the aggregate and per head estimate of cost; and, submit in advance to your own and the invitees B/D for approval. Rather be safe than sorry. I have heard of events being called off the morning of because a B/D was not informed.

    • Great point Tom.

      In fact, we always suggest making certain that your compliance department, b/d management, immediate supervisor, etc., etc. are in the loop, as appropriate, before implementing any of the many business building suggestions you’ll find here at Wholesaler Masterminds.

  3. Rob,

    I was looking through some archived articles and I saw a headline about the Best Ways to Engage Advisors…Fast. I could not find the post. Is it possible to forward or directe to it.

    Thank you,

    Jim Paccione

    • Thanks for stopping by Jim. That headline was a sample topic from our coaching program, not a post.