I shared an idea with an advisor about how he could host an event for his clients that would be fun, captivating and interesting and no doubt would make a huge impact on the lives of his clients – they’d think differently afterwards and never be the same. They’d be transformed.
We thrashed out the idea and agreed that it was such a winner, that with certainty it would be easy for everyone invited to feel comfortable bringing a friend along.
We took an everyday idea – hosting a seminar to share some pertinent information – and turned it into an event that is worthy of people’s attention.
“I don’t know how you do it,” he said. “How do you come up with these ideas?”
I answered with a question:
“What if you only worked with ideas that you are interested in, instead of ideas that paid money?”
Doing something that everyone else does isn’t smart – it’s safe. And safe isn’t captivating, it’s boring. Boring isn’t interesting, no matter how pertinent the information is, and people don’t talk to their network of friends and family members about the fantastic pertinent information they just heard about.
What they will share is how they heard about it.
They will talk about engagement, and delight, and surprise, and wonder.
They will talk about generosity, magic and transformation.
What do you think is interesting, what would you want to attend? How can you host an event for a group of clients that they would be truly delighted to attend?
Here was my idea; take it and run with it.
I suggested he instead host a retirement lifestyle symposium in the style or feel of a TED Talk. Rent a cool theatre and bring in some cool partners like a fitness club or yoga person or any other kind of businesses that cater to retirees, like travel and tourism, or (yeah, I’m saying it) a diabetes association. Don’t charge them; make it easy for them to be there in the lobby to answer questions and share info.
Instead of talking about money to the retirees, talk about the real crisis facing them, which is a lack of preparation and understanding of how they would live a meaningful life when they no longer had a job. I suggested that he should only talk about the personal side of financial planning, and that he should enlist some inspiring clients to talk for no more than 15 minutes each about what they’ve done with their retirements, each like a little Ted Talk. If they are so inclined, they can PowerPoint it as well. Between these speakers, I suggested to the advisor that he play a little segment from retirement-related movies, like Robert de Niro in The Intern or Morgan Freeman in Last Vegas. You’ve got to love YouTube.