EPISODE · Nov 1, 2024 · 13 MIN
605: How to Throw a Killer Client Event
from I Love Mortgage Brokering · host I Love Mortgage Brokering
In this short 10-minute podcast series, Scott shares a tactic you can apply to your mortgage business today. In this episode we will cover My #1 most effective event type How to maximize the impact of your live event Five unique event types for you to consider Follow me on Instagram I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com I Love Mortgage Brokering is brought to you by Finmo. To learn more, visit: www.finmo.ca/ilmb Today, I'm sharing my top strategy for client events. Recently, someone asked about holiday events, but I’ll tell you why I avoid the holiday rush and focus on unique, impactful gatherings instead. I'll dive into my personal favorite event—the Thanksgiving pie giveaway—that’s been a huge success in building relationships and business. I’ll also cover five other innovative event ideas you might not have thought of, so you can stand out with your clients, add a personal touch, and make it work even without a big office space. Here are the talking points we covered: Challenges of holiday season events (hectic schedules, lack of engagement). Why events outside of high-traffic times can lead to better attendance and less stress. Ensuring focus on connecting rather than handling work-related discussions. Tactics for redirecting mortgage conversations to scheduled calls so everyone gets attention. Incentivizing clients to share photos with a specific hashtag for increased visibility. Benefits of social media engagement for building a brand presence. Tips for keeping events manageable in one day. Working with partners like realtors or local businesses to maximize resources and costs. Managing non-attendance by redistributing items to other partners and clients.
What this episode covers
In this short 10-minute podcast series, Scott shares a tactic you can apply to your mortgage business today. In this episode we will cover My #1 most effective event type How to maximize the impact of your live event Five unique event types for you to consider Follow me on Instagram I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com I Love Mortgage Brokering is brought to you by Finmo. To learn more, visit: www.finmo.ca/ilmb Today, I'm sharing my top strategy for client events. Recently, someone asked about holiday events, but I’ll tell you why I avoid the holiday rush and focus on unique, impactful gatherings instead. I'll dive into my personal favorite event—the Thanksgiving pie giveaway—that’s been a huge success in building relationships and business. I’ll also cover five other innovative event ideas you might not have thought of, so you can stand out with your clients, add a personal touch, and make it work even without a big office space. Here are the talking points we covered: Challenges of holiday season events (hectic schedules, lack of engagement). Why events outside of high-traffic times can lead to better attendance and less stress. Ensuring focus on connecting rather than handling work-related discussions. Tactics for redirecting mortgage conversations to scheduled calls so everyone gets attention. Incentivizing clients to share photos with a specific hashtag for increased visibility. Benefits of social media engagement for building a brand presence. Tips for keeping events manageable in one day. Working with partners like realtors or local businesses to maximize resources and costs. Managing non-attendance by redistributing items to other partners and clients.
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605: How to Throw a Killer Client Event
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