Goodwin asks the attendees to use notecards to share something about their mom or something about their daughter. For the daughters, what did they learn from their mom? For the moms, what did they want to teach their daughter?
Attendees where given the chance to talk and it brought about some tears and laughs. “At the end of the afternoon people were crying and sharing. It was super emotional and positive” said Goodwin. One attendee told her, ‘I never knew my mom felt that way.’
Each attendee was given an orchid and a little favor bag.
Goodwin has the attendees sign a photo-release form when they arrive and then has a professional photographer take candid pictures and formal photos of the pairs.
When the photographer later sends the files, she uploaded them to Facebook a couple at a time, tagging those that she could. It kept the conversations and energy of the gathering going for six weeks after the event. Additionally, the week after the brunch her firm sent everyone a copy of the photos with a ‘thank you’ note.
The Benefits Of The Mother’s Day Event
The purpose of the event is to bring the mother-daughter pairs closer together. It does also have nice benefits for the organizer.
“I met some of my clients’ daughters for the first time,” mentioned Goodwin. She referred to this as “multi-generational client building.” In some cases there were even three generations of families in attendance.
Of the forty people that attended last year, some were friends of the clients, so it can work as a prospecting tactic too. “We had some new people that weren’t clients yet, but have become clients,” said Goodwin.
Overall, it is a good way to make stronger client connections with multiple generations within the families and it can possibly bring in new business.
Mike Byrnes is a national speaker and owner of Byrnes Consulting, LLC. His firm provides consulting services to help advisors become even more successful. Need help with business planning, marketing strategy, business development, client service and management effectiveness? Read more at ByrnesConsulting.com and follow @ByrnesConsultin.