Educational Event Checklist
Use this resource as a checklist to ensure that no detail is missed when planning your next educational event. Download
Tag: client events
Event Opening and Closing Scripts
Use this resource as a sample script for opening and closing prospecting events. Download
Event Evaluation Sample
Use this resource as a sample template when creating an evaluation form for prospecting events. Download
RMD Planning in 2020 Presentation – LPL
Use this presentation to educate clients and prospects about RMD planning in 2020 following the SECURE and CARES Acts passed in 2020. Download
Event Budget Template
Use this resource to budget for client appreciation events, prospecting events, educational workshops, and other general events. Download
RSVP Phone Line Scripts
Use these scripts if you choose to set up a phone line for accepting RSVPs to client events. Download
Client Appreciation Event Script
Use this collection of scripts to prepare for hosting a client appreciation event. Download
Client Appreciation Event Checklist
Use this checklist to prepare for and execute a successful client appreciation event. Download
Valentine’s Day Event Executive Summary
This resource gives a high-level overview of the popular Valentine’s Day client appreciation event. Download
Pie Giveaway Executive Summary
This resource gives a high-level overview of the popular “Pie Giveaway” client appreciation event. Download