605: How to Throw a Killer Client Event

I Love Mortgage Brokering

In this short 10-minute podcast series, Scott shares a tactic you can apply to your mortgage business today.

In this episode we will cover

1. My #1 most effective event type
2. How to maximize the impact of your live event
3. Five unique event types for you to consider

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Today, I'm sharing my top strategy for client events. Recently, someone asked about holiday events, but I’ll tell you why I avoid the holiday rush and focus on unique, impactful gatherings instead. I'll dive into my personal favorite event—the Thanksgiving pie giveaway—that’s been a huge success in building relationships and business. I’ll also cover five other innovative event ideas you might not have thought of, so you can stand out with your clients, add a personal touch, and make it work even without a big office space.

Here are the talking points we covered:

• Challenges of holiday season events (hectic schedules, lack of engagement).
• Why events outside of high-traffic times can lead to better attendance and less stress.
• Ensuring focus on connecting rather than handling work-related discussions.
• Tactics for redirecting mortgage conversations to scheduled calls so everyone gets attention.
• Incentivizing clients to share photos with a specific hashtag for increased visibility.
• Benefits of social media engagement for building a brand presence.
• Tips for keeping events manageable in one day.
• Working with partners like realtors or local businesses to maximize resources and costs.
• Managing non-attendance by redistributing items to other partners and clients.