Client Appreciation Events

CLIENT
APPRECIATION
EVENTS

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APPRECIATION EVENT DEMO

CLIENT APPRECIATION EVENTS

HIT PLAY TO WATCH THE CLIENT
APPRECIATION EVENT DEMO

“People were coming up to me with tears in their eyes thanking me for our event with Sandra.”

– SAL SALVO , Summit Financial Resources, Inc.

Raise Your Next Client Event to New Heights

(Can be delivered Traditionally or VIRTUALLY)

Imagine inviting your clients to an intimate peek-behind-the-curtain “fireside chat” and private mini-concert with a Broadway legend. In Sandra’s guest appearances at client appreciation events, she shares the inspiring story of how a shy kid from Detroit with crippling stage fright became the longest-running star of Broadway’s most successful show. And she treats your guests to a heart-opening selection of the best-known songs from The Phantom of the Opera.

In your client appreciation event with Sandra, you and your firm take center stage. After enjoying cocktails and hors d’oeuvres or dinner with your clients, you introduce Sandra, interview her, (suggested questions are provided), then sit back with your guests and enjoy a private mini-concert by one of Broadway’s most celebrated voices.

“I began doing client appreciation events with financial advisors, but I love doing them for other businesses as well. I not only get to share my story and sing songs from Phantom, but I get to play a role in deepening the connection between business owners and their valued clients.” – Sandra Joseph

To inquire about booking Sandra for an event, email info@sandrajoseph.com or fill out the form at the bottom of this page.

Watch an example of a 3-minute follow-up video
you can send to guests after your event.

“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, CEG Worldwide, LLC

“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

“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

“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. 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”

   – 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.”

   – 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.

To inquire about booking a concert with Sandra, email info@sandrajoseph.com or tell us about it below