If you are just one of many advisors hosting a large dinner at a restaurant, how do you stand out and actually connect with prospects? In this episode, MDRT members discuss why a smaller, business-free outing or an informative event at a client’s home helps keep better track of the people and conversation.

You’ll hear from:

Ozer Culhagil, Ph.D.

Douglas Anthony Chukwuka Eze

Episode breakdown:

0:26 – Replacing dinner seminars with small group meetings

1:39 – What prompted that change in approach

3:28 – Lower risk and higher reward

5:34 – When clients host “financial parties” at their house

10:08 – Repeatable events vs. one-time presentations

Listen to the new monthly series, MDRT Presents: @mdrtpresents