After attending 450 investment conferences, here are 15 strategies to get 5x more out of each event you attend

After attending 450 investment conferences, here are 15 strategies to get 5x more out of each event you attend

I have hosted 150+ conferences and workshops, and spoken at 250 more in 15 countries - here are the 15 strategies I use to maximize my?ROI?of time spent at events:

1?. The person at the event trying the hardest to network gets the least results and leaves frustrated.?The stressed-out person who is rushing around (sometimes literally sweating while they do so), quickly pitching anyone who will listen does not make a single new friend or get anything accomplished.

The person who is calm, collected, polite, professional, and who adds value first and picks whom they network with more selectively gets 10x the results in the family office world. That is what the Family Office Club is about.

2.?Refine your one-liner before the event, and never enter a conference without your one-liner on what you do iron out to a single sentence that is compelling and unique from what everyone else in your space does.

Whether you are an investor or company or investment firm, you do have a one-liner right?

3.?Actually, listen to what the investors say on stage, this sounds too obvious to have to write but our participants get so busy networking and following an investor off stage to network with them that they miss the next 10 investors on stage saying what they want to invest in.

At every one of our events we ask every investor on stage exactly what they want to source from the room to invest in, don't miss those answers by networking too hard.

4.?Have a goal of meeting 3 powerful connections that you will follow up with post-event - you don't need 100 new business relationships, you need 3 where something actually gets done to get an?ROI?in my experience.

5.?Listen first, and then adapt your focus of energy, the cadence of your communications, and topics discussed to how to first help them, and then on the 5% of what you do that they would care to hear about most based on what their focus is and where they are at investment-wise or mentally right now. To be influential you must first be influenceable.

6.?Follow up with anyone worth doing so within 1 business day of the event, they and you will quickly forget the connection otherwise and your response rates will go down on follow-ups over time. Ideally, you follow up within an hour with an email and/or text message when appropriate.?

7.?Beware the purple-lipped participant who got too excited about the free wine - you already know this but just a friendly reminder. Don't be that gal or girl.

8.?Always have your picture on your business card and embedded into your email signature to tie together the face-to-face 30-second meeting at an event, with a business card, and then your email conversation.??

9.?Take notes on exactly what was discussed in shorthand on every business card you get - so you know what to follow up with them on, or how to help them.

Going home with a stack of 142 business cards and only remembering 10 of the conversations means you wasted a lot of time.

Yes, I know in some cultures perhaps even ours it can be rude to write on someone's card, but I would rather insult 1% of those I interact with and follow up with 100% of those I want to move forward with rather than worry about pleasing everyone.

10.?Attend with a very specific goal in mind, those with the most intentionality on what they are there to achieve are the ones who leave with more value.?

11.?Listen carefully to those on stage or in the audience for ways to add value to them specifically and other investors like them.

Those who connect others to peers, deal flow, key service providers, tax solutions, or provide Excedrin for some business or portfolio headache naturally build more relationships and get the attention of even the hardest to access investors and family offices.

This is also just the right thing to do, the Family Office Club is a community and we are here to help each other all learn and grow together.

12.?Nobody likes to read essay long emails of deal pitches or proposals, and likewise at a live event be concise, to the point, and if someone is curious or wants to learn more they will ask to learn more.

13.?Have a sense of humor, be yourself, be authentic and genuine, share what your passions are, and make someone feel good or laugh, it will mean more than your amazing IRR or life-changing risk management protocols.

Too many in our space are tight-fisted, over-caffeinated, go go go types and everyone would rather do business with others they like trust and enjoy being around.?Being relaxed while closing big business shows confidence and familiarity with the process, and is a form of institutional polish.

15.?Connect with key speakers and those you meet via LinkedIn and FaceBook when you connect on a personal level, that will help with an almost automatic follow up going forward as you post updates on your social media channels.

Above all else be kind to others at the event - as Gary Vaynerchuk says, kindness is the most powerful weapon of all as it disarms and builds trust, and loyalty.??

I hope you found at least 2 things on this list helpful, if it was please, pass it on to someone you know - and let them know you are coming to our?800 person investment club event on Monday in Fort Lauderdale while you are at it.?The Super Summit is going to be awesome this year so hope to see you there in a couple of days.

Richard Wilson

Founder and CEO

Team Help Line: (305) 503-9077

Family Office Club

11445 E Via Linda Suite 2-623

Scottsdale, AZ 85259

https://FamilyOffices.com/Super

Julie Boyd

President, The Boyd Real Estate Group, Inc

2 年

Great read!

John Masters, CAIA?

Institutional Sales Executive

2 年

Great insight as always Richard. Thanks for sharing it. We are looking forward to another great event. See you Sunday!

Anric Blatt

Investor | Hustler ?? builds client & capital ?? ?? for entrepreneurs worldwide

2 年

Seriously do what this man says and put one of these on your name badge and on the back of your business card and like me, on the back of your phone - all you need is to take a picture of it and voila everyone can do business with you in 2 minutes #anricb ??

  • 该图片无替代文字
回复

要查看或添加评论,请登录

社区洞察

其他会员也浏览了