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Additional Posts in Financial Advisors
Why does United have a $200 change fee 😑
Additional Posts (overall)
How often do you guys drink during the weekdays?
What podcast/music do you listen to at work?
What’s with the Wells news?
Coolest ideas on your bucket list?
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We host an annual picnic at a local winery. It isn’t too expensive (less than 4K) and can accommodate all our clients so don’t have to worry about keeping a list of who came previously.
My gross was over $1mil last year. So I think to spend $4k on one event like that makes sense. We do one and it provides traction for the rest of the year. It’s like a big family reunion.