Should you pitch to prospective clients at tee time?

Should you pitch to prospective clients at tee time?

Should you pitch to prospective clients at tee time?

“I like to joke about [the stereotype] because I do like golf. But whenever I golf I end up pushing them to get the Audubon certification because of my value set,” said Whipp. “For me, when I’m out on the golf course most of the time that’s relaxation. I don’t talk business unless I’m asking clients to invite a friend along.”

Whipp also notes that clients seek him out for his niche business, and he doesn’t have to play golf to get affluent clients. “I’m not the high- end country club kind of guy, I belong to a private club but it’s pretty normal people.”

For Cory Papineau, senior financial advisor at Assiniboine Credit Union in Winnipeg, tee-time is for family and not for business.

“I love to golf, but I have two kids and at this point in my career I don’t have time to focus on my golf because my family is too important,” said Papineau. “I used to be a really good golfer but now I don’t know how good I’d be. I go to the driving range all the time with my kids but I don’t go golfing with clients at all.”

Others see golf as a necessary evil. One advisor told WP that she was explicitly told to take up golf by her employer, a bank in Montreal. “We were told to be at events and to go to golf clubs… and after you play golf you have to take a shower and then have an expensive dinner ... It was awful.”

Have you used golf to get clients? Or to get to know them better? And, if so, do you find it helpful to let them win? Sound off in the comments.


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