Client Appreciation Events
“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
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Raise Your Next Client Event to New Heights
Treat your guests to an evening of education, inspiration, and world-class entertainment.
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.
APPLAUSE
"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."
“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 is:
- Everyone knows Phantom (your clients and their affluent friends may have even seen her in the lead role).
- 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’s talent, but equally impressed by her story. She is a humble, down-to-earth person who has 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
“Sandra’s warmth, sincerity, authenticity, and kindness shine so brightly when she stands before an audience. And then, when she begins to sing — tears come to our eyes. Her beauty and talent are beyond compare. I received texts and emails of thanks and awe. They loved it! A home run!”
– Tom Hirsch, Complex Manager, Raymond James
“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
“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
“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.”
– Jim & Mimi Dew
"Our clients were moved to tears and raved that this was the best event we have ever had!"
– Peter Florio, The Florio Wealth Management Group
– Greg Hammond, President, Hammond Iles Wealth Advisors
Watch this testimonial from Taylor Ranker, CEO of Questmont Virtual Family Office
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.
“If you want to light up your event and give your audience an experience they will talk about for years, do yourself a favor and hire Sandra and Ron. Their superstar talent is only exceeded by their authentic spirit of generosity!”
– Scott Keffer, Founder and CEO
Double Your Affluent Clients Boot Camp
Find out how Sandra and Ron help you give back to your community.
