We are a small investment firm. Just opened a new office in an area where we are not as well known. We had one large open house primarily for clients in that area. We do not do a lot of print advertising or billboards. Other then the individual brokers gradually networking to build their lists, is there any other ideas to gain greater awareness of a new office in a new area? The branch thinks another open house would work but I am not so certain unless there is a huge draw i.e.athlete and autographs, etc.

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Jay’s Answer:  Instead of an open house meet-and-greet, why not offer a series of classes for different audiences: children, new parents, seniors, newlyweds, etc.? Make the classes not about selling, but about truly empowering the attendees to understand more about their finances and future.