10 households, $623K average investable assets: a dinner seminar in Golden
A local advisor in Golden wanted to drum up new business. We filled his dinner seminar with exactly the people he wanted to meet, and the results speak for themselves.
10
Attending households
$1M
Average net worth
$623K
Average investable assets
40%
Booked a follow-up appointment
The advisor
Our client is an independent financial advisor serving the Golden area. His goal was simple: put himself in front of new prospective clients who fit his practice and turn those conversations into real appointments.
The audience
We invited high-earning women nearing retirement, each encouraged to bring a guest. This is the audience that fit his practice, and it is fully customizable. We build the invitation list around the clients your firm wants to serve.
The event
On October 14th, 10 households sat down to dinner with the advisor. It was not a crowded room of free-meal hunters. It was a small table of qualified prospects:
- An average net worth of $1M
- Average investable assets of $623K
The result
40% of attending households booked a follow-up appointment with the advisor. That is the outcome we optimize for: not seats filled, but the right people in the room and a calendar full of next conversations.
Built for your firm
Every seminar we run is tailored to the advisor. Tell us who your ideal clients are, and we will find them nearby and get them to your table. Book a call to plan your next event.