Client Appreciation Events

Enteratined 40+ clients and referral prospects for wealth advisors in Palm Beach. Using our system, approximately 50% of the clients invited to the event agreed to attend, and ALL but two did attend the event (both had personal emergencies). Thank you emails, texts, and phone calls were rolling in immediately from very happy clients. "We did our first Zoom show for our clients with Mike in August, and this event has generated the most positive feedback of any event we’ve ever done in person - Already showing great business results too. We plan on another show in September!" - Rich Ewing, Oceanview Wealth Partners