2. Keep it social
You may love listening to your CIO, but chances are your clients find that boring. Seminars and workshops have a place (for instance, pre-retirees may want education), but for prospecting, social events are 10 times more productive. Financial material is not fun, despite how good your wine is. Think about your audience (clients, target market) and your brand, but don’t be afraid to push the envelope! What would entice you to give up an evening or a Sunday afternoon and talk about it with friends afterwards? It doesn’t have to be lavish, just memorable.