Boosting Engagement and Referrals With Creative Client Events

The Rainmaker Multiplier On-Demand Podcast

Boosting Engagement and Referrals with Creative Client Events

In This Episode

About the Episode:

Your clients can be your biggest cheerleaders. Hosting an event for their enjoyment with the opportunity to bring you a potential prospect can go a long way in strengthening your relationships and referral sources.

Host Matt Seitz, Chief Marketing Officer at C2P, is joined by Grace Nicholson, Lead Advisor and Owner of Akamai Advisors, and Nikki Glynn, Marketing Director at JL Smith Holistic Wealth Management, to discuss innovative strategies for hosting memorable client events.

They explore how creative client appreciation events can help maintain momentum during slower months and build stronger relationships with clients. Grace and Nikki share their unique event ideas, including women’s wellness retreats and themed cooking classes, and provide practical tips for planning successful events.

Key Topics Discussed:

  • Defining Success for Events: The importance of setting clear goals for client and lead generation events.
  • Creative Event Ideas: Unique events such as women’s retreats, cooking classes, and sailing trips to engage clients.
  • Client Advisory Boards: Using feedback from top clients to generate event ideas.
  • Event Planning Tips: Steps to plan successful events and measure their impact.
  • Building Relationships: How meaningful events can deepen client connections and foster referrals.

Tune in to discover practical insights and strategies for enhancing your client relationships through creative and engaging events.

Grace Nicholson Akamai Advisors Nikki Glynn JL Smith

About the guest host:

Matt Seitza Partner and the Chief Marketing Officer at C2P, is a seasoned marketing and sales professional with over 15 years of experience across finance, accounting, and professional services industries. He’s known for his expertise in strategic planning, digital marketing, lead generation, and content marketing. Matt’s approach centers on relationship marketing, prioritizing customer satisfaction through data-driven marketing plans with demonstrable ROI. His contributions to the industry have earned him numerous accolades, including recognition as one of Cleveland’s Notable Marketing Executives in 2021 by Crain’s. Additionally, Matt has been named a finalist for CMO of the Year in 2023 by WealthManagement.com for their Industry Awards and recognized as a finalist in ThinkAdvisor’s LUMINARIES for exceptional executive leadership in the RIA/IAR Firms category.

In his role at C2P, Matt has played a pivotal role in optimizing marketing-sales funnels, driving digital growth, strengthening brand identities, and implementing effective content marketing strategies to propel leads through sales pipelines. He’s also an accomplished author and speaker, sharing insights on diverse marketing and business development topics. As a member of the American Marketing Association, Matt continues to be at the forefront of innovative marketing practices and strategies within the financial industry.

About the Guests: 

Grace Nicholson is an accomplished Investment Advisor Representative, Fiduciary, and Financial Planner with over 12 years of experience in the insurance and financial services industries. Based in Salt Lake City, UT, Grace is the Founder of Akamai Advisors where she leverages her significant knowledge and expertise to guide clients through their retirement, helping ensure their financial independence and confidence.

Grace specializes in tax-free income strategies, life insurance, long-term care planning, and various financial products. Her holistic approach involves reviewing every financial aspect of her clients’ lives, building trust by always prioritizing their needs. Committed to increasing financial literacy, Grace works to simplify complex financial concepts, empowering her clients to make informed decisions for their future.

Nikki Glynn is a distinguished Corporate Communications Director with over 20 years of experience in developing marketing campaigns within the public relations industry. As the Marketing Director at JL Smith Holistic Wealth Management, she leverages her extensive expertise to craft marketing strategies that identify, engage, and motivate consumers effectively. Known for her influential leadership and collaborative approach, Nikki partners with diverse clients across various professional sectors to deliver impactful print and digital communications.

An out-of-the-box thinker, Nikki is committed to continuous improvements in corporate public relations and brand development. Her career includes notable positions such as Senior Director of Marketing at Petros Financial Group and President of Nikki Glynn Consulting, where she spearheaded major events and initiatives. Nikki holds a Bachelor of Science in Communications from the University of Florida and resides in Jacksonville, Florida, where she continues to innovate and drive success in the marketing landscape.