Last week, I had the pleasure to return to estate planning firm Amen, Gantner & Capriano LLC to host two wine tastings for their clients. With more than 30 attendees each night, it was a packed room of wine lovers. I had a great lineup of wines that hit every palate, and the attendees all seemed to have a wonderful time.
Amen, Gantner & Capriano LLC host monthly seminars for their clients, and while many seminars are focused on knowledge related to estate planning, they also like to have fun events that encourage more socializing between clients and staff. I was impressed when one of the partners explained that they like hosting events like this so that their clients get to know more of the staff at the firm, and not just their regular point of contact. In their industry, I imagine there are plenty of conversations that can be hard to have or must be had at difficult times. For events like this, it was a great chance to have fun conversations and remember that life is meant to be enjoyed, even as you plan for the longterm.
I love hosting these type of business tastings, and I think so many other businesses could benefit from hosting client events like this. Whether you're a financial advisor, estate planning firm, law firm, or any other type of small business owner, more client interactions is a great thing for developing client relationships. I'm happy to help host one of those fun client events! Check out my business tasting offerings, and let's chat about setting something!
Amen, Gantner & Capriano LLC host monthly seminars for their clients, and while many seminars are focused on knowledge related to estate planning, they also like to have fun events that encourage more socializing between clients and staff. I was impressed when one of the partners explained that they like hosting events like this so that their clients get to know more of the staff at the firm, and not just their regular point of contact. In their industry, I imagine there are plenty of conversations that can be hard to have or must be had at difficult times. For events like this, it was a great chance to have fun conversations and remember that life is meant to be enjoyed, even as you plan for the longterm.
I love hosting these type of business tastings, and I think so many other businesses could benefit from hosting client events like this. Whether you're a financial advisor, estate planning firm, law firm, or any other type of small business owner, more client interactions is a great thing for developing client relationships. I'm happy to help host one of those fun client events! Check out my business tasting offerings, and let's chat about setting something!
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