“I have never received more Thank-Yous after an event. We had over 98% attendance and we met with 12 new prospects. It was one of our best events ever for meeting new people in our ideal demographic.”
J. Kevin Best, Personal CFO, Best Times Financial

“The single best thing we have ever done. I feel I should retire now. How could I ever come close to an experience like that?”
Cheryl Rybka, Director of Events, ValMark Financial Group

To book now, please email info@sandrajoseph.com.

Raise Your Next Client Event to New Heights

Imagine inviting your clients to an intimate evening of songs and stories with two legendary Broadway stars. Sandra Joseph and Ron Bohmer have been called “Broadway royalty” and “a real-life fairytale romance.” They met in 1997 when starring opposite each other as The Phantom and Christine in THE PHANTOM OF THE OPERA. They fell in love – both onstage and off – and have been making beautiful music together ever since.

In your client appreciation event with Sandra and Ron, you and your firm take center stage. After enjoying cocktails and hors d’oeuvres or dinner, you take the stage to welcome your guests, thank them for their loyalty to your firm, and offer them a once-in-a-lifetime opportunity: a chance to peek behind the curtain and be entertained and inspired by two of Broadway’s most celebrated voices. Then, you get to sit back, relax, and enjoy the show.

To book now, please email info@sandrajoseph.com.

Treat your guests to an evening of romance, inspiration, and world-class entertainment.

Applause

John_bowman

“As a coach to some of the most successful financial advisors around the world, I know it can be challenging to come up with ideas for an event that top clients will be excited to attend. Even more difficult is to have a client event where they want to bring their affluent friends as well.

What’s great about a client event with Sandra and Ron is:

  • Everyone knows Phantom (your clients and their affluent friends may have even seen them in the lead roles).
  • You have an opportunity to connect with clients and prospective clients at an event that’s about celebrating success and being entertained.
  • Your guests will be awed by Sandra and Ron’s talent, but equally impressed by their story. They are humble, down-to-earth people who have faced real struggles — as we all have — along the road to success.

The only challenge you’ll have with your event is that it may be hard to follow up on all the goodwill created and introductions made from your clients.”
John Bowen, Founder and CEO, CEG Worldwide, LLC

“Sandra and Ron’s warmth, sincerity, authenticity, and kindness shine so brightly when they stand before an audience. And then, when they begin to sing — tears come to our eyes. Their stories and talent are beyond compare. I received texts and emails of thanks and awe. Everyone loved it! A home run!”
Tom Hirsch, Complex Manager, Raymond James

“Sandra and Ron have been the talk of U.S. Bank all day! Everyone LOVED them, not only their incredible talent but also how they told such heartfelt stories and demonstrated what great people they are as well, an amazing combination. They brought so much joy to our lives — it will sustain us for quite some time!”
Beth Lawlor, President, U.S. Bank Private Wealth Management

Sal_Salvo

“People were coming up to me with tears in their eyes thanking me for our event with Sandra. The way she engaged the audience with her warmth and authenticity was beyond description. Our guests left with a memory which will last them a lifetime.”
Sal Salvo, Summit Financial Resources, Inc.

Kelley_Bradley

“Sandra”s inspiring message and songs transformed our client appreciation event into a powerful statement about our brand and reinforced our core message that true wealth is about much more than money. It’s about pursuing your dreams and making your life count. Our clients are raving about her performance. Our event with Sandra elevated our firm in the minds of our clients and prospects.”
Kelly Ashton Bradley, Hammond Iles Wealth Advisors

Peter_Flavio

“We were a bit nervous putting on a client appreciation event with Sandra because we had no experience being on stage or interviewing anyone. What surprised us was how easy she made the whole thing. Her availability beforehand and willingness to provide input into the evening’s events made the planning and execution very easy. It was a unique and powerful experience that stands out among any other appreciation events that clients and prospects may have attended in the past. Having Sandra as our guest instantly increased our credibility. We got a ton of positive feedback.”
Peter Florio, The Florio Wealth Management Group 

Aaron Kowal

“I saw Sandra speak and sing at a professional conference and I knew instantly that I wanted to book her for our client appreciation event. She is amazing! We received wonderful feedback from our clients about how engaging she was through her music as well as her story. It was a pleasure meeting and working with Sandra.”
Aaron Kowal, Kowal Investment Group 

Greg_Hammond

“Yesterday the telephone rang many times and my e-mail box filled with clients who took time to call or write just to say “thank you” for a wonderful evening on Thursday. Despite her tremendous success on Broadway, Sandra is a very humble, down-to-earth, person whose life story can be felt and identified with by everyone hearing it. We have all faced challenges similar to Sandra’s, which is what made my interview of her so touching and inspirational. To then top the evening off with a performance of her extraordinary talents accomplished just what we had hoped for: a remarkable evening…an event that our team, colleagues and clients will talk about for weeks, months and years to come.”
Greg Hammond, President, Hammond Iles Wealth Advisors

“Sandra is gracious, charming, caring, and giving in a spirit that touched us and our clients deeply. Our clients were moved to tears (women and men) and raved that this was the best event we have ever had! The thank you notes were long and sincere.  Even our clients who had never heard of Phantom were blown away!

If you want to connect on a deep level with your clients, we would highly recommend hiring Sandra!  Don’t miss this opportunity to bring entertainment and meaning to your client relationships.  In addition, you can’t help but gain new clients when they connect you to this star and her story.”
Jim & Mimi Dew, Dew Wealth Management

A Convenient, Turn-Key System

Drawing from her experiences at numerous appearances at client appreciation events – an important marketing staple for financial and professional services firms – Sandra and her team have gathered the best practices and materials from these events and assembled them into a convenient, turn-key system for event sponsors. Sample “Save the Date” letter and “PLAYBILL” (invitation) below.

“PLAYBILL” designed by Jon Milligan of Alpine Creative Design

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Watch a 3-minute video one firm put together as a follow-up for their clients

To inquire about booking an event with Sandra,
complete the form below or email info@SandraJoseph.com

Watch a 3-minute video of Sandra’s recent guest appearance at a client appreciation event.

To inquire about booking an event with Sandra,
complete the form below or email info@SandraJoseph.com