Wine tasting has become a popular activity throughout the country. This is often a social event with a bunch of friends and can include several trips to a winery to create a finish-bottled product. How about working with a winery to create a client event centered on the last step, which is corking the bottles? You can even have custom labels made for the bottles (obviously with your brand).
The flow of the event would begin with some light appetizers, probably including cheese and crackers, with wine tasting. This gives you an opportunity to mingle with your clients and for them to meet one another. You could then make introductory remarks before the main event of corking the wine. Each attendee would be provided with a bottle and then be walked through the process of filling the bottle and corking it. Afterwards, your clients can stay for a group picture and then take a bottle home. Cheers!
Editor’s Note: This is part of the Advisor Alley series, brief, bi-weekly articles that provide a quick read about activities that other advisors are engaging in to serve their existing clients and prospect for new clients in this ever-changing environment in which we are all working.
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