Materials for Advisors
Regal has put together this collection of materials to help YOU build a better business. If you're interested in personalizing one of these pieces to reflect your brand and office location, please contact Regal Marketing. Our team will work with you to tailor the content to fit your needs while remaining compliant with industry regulations.
With 2017 drawing to a close, this is a perfect event to host for your clients and their guests. For a classy dinner and dancing event of this sort, a high number of guests are likely to attend as well, so it can be great for prospecting. Use the opportunity to recognize new and long-term clients and to announce your plans for the coming year.
Football Party Invitation
This football party invitation can be customized for any team you wish. We can even modify it for the Super Bowl! If you’re already a sports enthusiast, then likely, you know how to plan a football party, but just in case, we have also supplied a planning checklist to help you coordinate your party. If you don’t feel comfortable hosting an event at your home, consider tailgating or renting a private box at a stadium and having the event professionally catered.
Summer is around the corner—the season of picnics, eating watermelon, chilling poolside, and grilling outside. Start planning your Barbecue Bash for your clients. Casual social events are a fun, creative way to enrich relationships among you and your clients, and get introduced to their family and friends. Personalize our Barbecue Bash invitation and have a fun, easygoing event for your clients and their guests.
Inviting your clients and prospects to an Open House event at your office is a great way to show off a new, remodeled or redecorated office. If you have moved or opened an additional office, an Open House can be a fun way to show them where the new office is located. But really, you do not need a reason to host an Open House event—they often are held just to be in touch with clientele, friends, and prospects to show your appreciation for them.
This golf event diverges from the type we usually plan because instead of actually playing a round of golf, we host a smaller, more intimate training clinic. The idea is to invite 25 of your top clients to each 2 hour training session with the golf pro. Each client that attends is encouraged to bring a friend for a total class size of around 50. If you plan this properly, you can host 3 classes in a day, introducing you to 75 new prospects.