Prospecting events in a virtual world
2. Afternoon tea
One adviser has hosted high teas for female clients for years, and he’s now moved those events to Zoom. Amid the pandemic, he has reached out to female clients and asked them to invite a friend to join them for tea. Then he sends his clients and their friends a package with loose-leaf teas, a tea strainer and some sweets. The actual event includes a short talk by a guest speaker, followed by conversation among all the guests.