Creating Memorable Virtual Experiences For Your Clients
Build relationships and source referrals, while having fun!
Wine Tastings • Concerts • Game Nights • Sightseeing Tours
These are just a few of the types of virtual events that Advisors across the country are finding to be highly effective at strengthening client relationships and driving referrals.
Watch this in-depth video to hear about several trending events and...
After watching the video, we hope you come away with at least one great idea and some best practices you can immediately put into action.
To help you get started, we are pleased to offer the following resource guides which include vendors that come highly recommended and are relatively inexpensive.
Incapital is dedicated to providing fresh ideas and professional service to help your practice thrive and stand apart. Please reach out to our team if you would like to discuss what more Incapital can do to serve as your partner.
If you have any questions or requests, please contact us at AdvisorSupport@incapital.com or 888-849-5732.