With winter winding down and people itching to get out of their houses, how about helping your clients scratch that itch and have an outdoor client appreciation event?
One activity that has had great success is providing golf lessons for your clients who either golf, or would like to learn how to golf.
All you have to do is either work with a driving range, public golf course, or even your local Top Golf to schedule a date and time to reserve space and schedule a golf professional to work with your clients. The golf professional can help them brush off some of the rust they might have and possibly help them develop some good golfing habits. You can provide refreshments and some light snacks, too.
And if you think about it, you already help clients form good financial habits — why not help them start forming good golfing habits? You can even tell them the price of admission is to invite a friend.
Rob Whitman is Director, Retirement Plan Solutions, PenServ Plan Services, Inc.
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