 |
|
Whether you offer wealth management, accounting, legal, real estate, insurance or other professional services to your clients, the most important two things you bring to them are Technical Knowledge and “Value-Add”. Value-Add has become synonymous with client retention, and we have been told that our programs with professional companies have definitely helped them develop long-term loyalty with their clients.
Here’s what we hear from young adults and professionals who have experienced our presentations in the corporate arena:
-
“Thank you for coming to Atlanta and participating in our Next Gen Conf. We have received great feedback!”
-
Thanks, Jo. We have received very positive feedback from Tuesday's conference. You received rave reviews!
-
It was so much fun to travel with you last week and you received such great reviews!
-
“I just wanted to give you my contact information and thank you again for speaking with us. I really enjoyed your presentation!”
-
“I hope to stay in contact with you over the next few years. Thanks again.”
Consider the following programs for your clients:
-
Dinner meetings developed specifically for parents/family members of:
a. High school juniors and seniors
b. College juniors and seniors
c. 20-somethings – “Quarter-life crisis” kids
Topics to include creative exploration of passions, strengths and motivators - to make better college, academic and career choices.
Additional successful topic includes “Career Search Strategies for Success”, including marketing plan development, target audience review, professional networking, resume building, interviewing, personal presentation skills and professional etiquette training.
Programs for QLC kids include, “An adventure into mind-mapping your way to a better career – experiencing the ‘Aha’ moment”
-
All-day events to educate your clients on topics that matter to them and their families.
Please contact us here for additional information on how to develop a truly memorable event for your clients and their families. Info@JoLeonard.com, or call us at (215) 297-5545.
