Begay & Associates Client Welcome Dinner

If you are in the professional services industry, you know how important it is to attract and retain targeted clients to your business. Relationships are critical to both of those tasks. One proven method for attracting and retaining clients is event marketing.

How do you design a corporate event that will attract and retain clients? After all, a dinner or cocktail hour are a dime a dozen among the professional services industries. How can you create an event that stands apart; that is memorable?

Begay & Associates, an Ameriprise Private Wealth Advisory Practice based in Houston, asked us to help design and coordinate a dinner & reception to welcome their newest clients to the group. Their theme/concept is “Building a Strong Financial Future Together”, focusing on the importance of client relationships and the growth that ensues over time witin the client- advisor relationship.

When working to develop their design concept, the first images or icons that comes to mind when you think of the word “grow” are trees, flowers, foliage. A tree symbolizes strength, growing from the roots upward. So, we designed our invitation and other printable concepts with this in mind.

Once we settled on an invitation/design concept, we began working on the details that would provide a ‘wow’ or memorable experience for guests attending the dinner. A few things are critical to consider when planning a corporate event with the intention of attracting new clients, or retaining current clients; location, menu, overall experience and attention to detail.

Chosen location: Brennan’s Restaurant downtown.

This Southern restaurant is a stable in our city, known for great food, great ambiance and equally important, it is close to downtown which makes its location convenient for many of this firm’s clients.

Menu: Offer 2-3 main course options that would appeal to a variety of guests; men, women and vegetarians.

Overall Experience: Our “wow” points included the sky-high flower arrangements, the “living tree” concept at the entrance with hanging place cards, the harpist playing background music and the individual take-home bags of Brennan’s famous pralines.

I am a firm believer that the little details are what guests remember most!

Vendor Credits:
Party Styling & Printable Designs: Crowning Details
Venue: Brennan’s of Houston
Florist: Horton Thompson Floral Design
Harpist: Meghan Caulkett