“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
“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
Tom Hirsch, Complex Manager, Raymond James
Beth Lawlor, President, U.S. Bank Private Wealth Management
Sal Salvo, Summit Financial Resources, Inc.
Kelly Ashton Bradley, Hammond Iles Wealth Advisors
Peter Florio, The Florio Wealth Management Group
Aaron Kowal, Kowal Investment Group
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
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