CLIENT APPRECIATION AND REFERRAL BUILDING EVENTS

Why Host A Client Appreciation Event?

Diane Stewart’s poll :
68% of clients left their current supplier due to “attitude indifference”
– the supplier forgot to show they cared.

How many clients did you lose last year? Three? Four?

And how much money do you spend each year attempting to obtain new clients?

Did you know that the single greatest reason why companies, such as financial planners, lose clients each year has nothing to do with the skills and services provided? … In fact, according to statistics gathered by Sandler Training Institute:

78% of respondents said the real reason they changed suppliers was
” they didn’t feel appreciated”
– their business was being taken for granted.

Advisors need to make themselves referable, not just by exceeding service expectations, but by going the extra mile and ensuring clients understand that their business is valued. They need to create a methodical process for reminding clients that they are open for business. When, in a recent study, we asked top-producing financial advisors about the changes they are making to their client communications strategies, the message was clear; they’re focusing on tools and events that make clients feel special, and that educate them and reflect their individual interests, such as appreciation events, small workshops and personalized newsletters. Tools on the way out include generic corporate newsletters and large-scale seminars.
– Investment Executive by Julie Littlechild and Dan Richards

Quality and lasting relationships are the backbone of every successful business.
Client Appreciation events are an inexpensive way of communicating this to many clients at one time. The event helps you to retain existing clients, while being the vehicle to attain new clients.

Events can range from seminars to dinners to wine and agri-touring adventures.
Client Appreciation and Referral Building Events
Pricing for events is based on many factors, such as number of guests attending, type of facility used (licensed or non licensed), and wine and foods chosen.

Harmony On The Palate – 2 HOURS

Harmony On The Palate is an interactive and experiential wine workshop based on Shari Darling’s best selling cookbook by the same name.  This book is currently used in colleges and universities for chef and sommelier training.

Harmony on the Palate (the event) educates the guests about how to effectively and dependably pair wine with food by focusing on one’s sense of taste.  Guests learn 3 simple principles at a basic foundation of pairing wine with food.  You could say this is wine and food pairing 101.  Wine and food combining are a means by which the guests can discover their own senses, their sense of sight, smell, taste and feel. Guests sample five wines throughout the event, along with food items to give them first hand experience of wine and food pairing combinations. This workshop is an entertaining way for businesspersons to invite their clients and to express appreciation to them for their loyalty and continued business. The workshop can also provide a unique environment to educate clients about their own company products and services or to invite and introduce referrals to one’s business.

Journey of the Senses – 2 HOURS

Journey of the Senses is an interactive and experiential seminar based on Shari Darling’s award winning cookbook called Orgasmic Appetizers.  This book was awarded Best Food and Wine Pairing Cookbook in Canada at the 2009 Gourmand World Cookbook Awards in Paris, France.  This event could be considered wine and food pairing advanced and is recommended as the follow up event to Harmony On the Palate. This workshop focuses on our sense of taste and our sense of flavour.  Guests are served hors d’oeuvres from Shari Darling’s book which are paired with wines. This seminar is an entertaining way for businesspersons to invite their clients and to express appreciation to them for their loyalty and continued business. Once guests have attended Harmony On the Palate, they are eager to bring their friends to this next event.  This produces many potential referrals.  The workshop can also provide a unique environment to educate clients about their own company products and services or to invite and introduce referrals to one’s business.

Red Wine and Chocolate – 2 HOURS:

This is a fantastic event to hold for your clients close to the holiday season and near Valentines Day. You could even send out an invitation to your clients asking them to be your Valentine and attend this event! In this workshop guests taste 5 different chocolates that are paired with 5 different wines.  This event is often utilized at corporate dinners and weekend long retreats, as a way to start or end an evening dinner.

Niagara Wine Safari – 8 HOURS

This daylong event begins early in the morning.  Your clients board a bus to the Niagara Peninsula.  On the ride, Shari Darling educates your guests about why Niagara is able to grow and produce world class wines.  Once in the region, your guests will tour 4 wine facilities, visit vineyards, taste growing grapes, sample several wines, stroll through Niagara-On-The-Lake and enjoy lunch.

Touring Prince Edward County – 8 HOURS

This daylong event begins early in the morning.  Your clients board a bus to the Prince Edward County.  On the ride, Shari Darling educates your guests about the region’s limestone soils and distinctiveness of the wines.  Once in the region, your guests will tour 4 wine facilities, visit vineyards, taste growing grapes, sample several wines, stroll through Picton and enjoy lunch.

Touring Lake Erie North Shore – 10 HOURS from London, Ontario

This daylong event begins early in the morning.  Your clients board a bus to the Lake Erie North Shore, near Windsor, Ontario.  On the ride, Shari Darling educates your guests about the region’s terroir – geography, climate and soil.  Once in the region, your guests will tour 4 wine facilities, visit vineyards, taste growing grapes, sample several wines and enjoy lunch.

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