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Sippin’ and Dippin’ with Tony “The Wine Guy”
September 14, 2021 @ 4:00 PM - 6:00 PM
Tony “The Wine Guy” Porcellini will take you and your clients through a tour of tequila to better understand this fantastic spirit. Together, you will learn the art of making a fresh Margarita and nonalcoholic “noritas” for the kids. As you enjoy your margaritas and noritas, Tony will show you how to mix up some delicious guacamole to add some life to the party. Join us for this fun, entertaining and educational evening with our favorite wine guy!
A Simple Process to Invite Your Clients
We’ve already booked the event and prepared compliance-approved materials for you to begin using with ease. Simply follow the steps below to begin inviting your clients today.
Step 1: Download the Event Planner Checklist.
Simply download and follow this event planner checklist. This timeline will keep your communications and logistics on track leading up to the event.
Step: 2: Download the Pre-Approved Invitation.
Download the template for your email invitations.
Step 3: Customize Your Invitations.
Follow the instructions in the template to customize your client invitations with your logo, contact information and broker-dealer disclosure.
Step 4: Submit for Compliance Review.
If you only inserted your logo and contact information, submit a final copy to compliance within five days of distribution via AdTrax in Unio. If you made additional changes to the invitations, you will need to submit to compliance for additional approval before sending. As always, please remember to retain the final documents for record-keeping purposes, and to ensure the accuracy of the disclosure and content distributed to the public.
Step 5: Register for the Event.
Your clients simply click the registration link in the email invitation to register for the event. You can also register clients — or yourself — by using the same registration link.
Step 6: Enjoy a Margarita with Tony!
Now you can sit back and relax while Tony entertains and educates your clients. Once the event concludes, we’ll send you a full list of your clients and prospects who attended so you can follow up and personally engage with them.
That’s it! Six simple steps to a meaningful touchpoint with your clients. If you have any questions about this event or how to execute it in your financial practice, please contact us at events@atriawealth.com.
