Assuming these are for existing clients, I would give everyone a gift of the Value Based Financial Planning™ book and have them schedule their Financial Road Map Interview™ appointments with one of your assistants BEFORE THEY LEAVE THE DINNER VENUE. All I would say is that you are excited about new ways you are learning to be of even greater service, you want them to have this book as your gift, and you look forward to meeting with each of them to help them experience first-hand what you are so excited about.
If they want more details say, “it’s a surprise and you’re going to love it!”
If anyone asks, tell them that they are welcome to read as much or as little of the book as they care to. Reading any of it is not a pre-requisite for the meeting.
With a little luck you’re not planning to make them pay for their dinner by listening to another boring money manger or the latest economic update. Nothing ruins a nice evening over a good meal more than that.
