Invite clients for a quick drink and conversation—then send them home with dinner for the family.
Charles Baker understands that advisors and their clients juggle a lot—meetings, commitments, and family life. That’s why he created a refreshing way to help make connections that’s casual, convenient, and genuinely appreciated: stop by for a quick chat, then head home with takeout dinner for the family – compliments of Charles.
This low-pressure format invites real dialogue, builds authentic relationships, and offers a memorable, value-driven experience—without taking up an entire evening.
How to Bring It to Life
Step 1: Partner with a Local Restaurant
Choose a relaxed venue with strong takeout options that have broad appeal. Coordinate with the staff for a “VIP” space to host informal meet-ups and cover meal orders during a designated window.
Step 2: Extend the Invite
Reach out personally—especially to individuals you’ve been meaning to connect with. Let them know this is about conversation, not a sales presentation. Just good company, and dinner to go.
Sample Invite
“I’ll be at [Restaurant Name] this [day] from [time-time]. Swing by for a quick beverage and good conversation—and let me treat you and your family to a take-home dinner. No presentations. Just good conversation and a meal on me.”
Step 3: Set the Scene
Pick a time, like late afternoon or early evening, when advisors can swing by between work and family time. Keep it casual: coffee at a café table, a drink at the bar, or a booth for a quick chat.
Step 4: Make It Meaningful
It’s a chance to show appreciation, listen, and offer fresh insights—without asking for anything. Let the conversation go where it needs to. Sometimes, a relaxed moment leads to the best business ideas.
Charles Baker
Senior Regional Vice President
New York Life Annuities
Territory: AR, LA, MS, TN
(Parts of Nashville), TX (Houston metro 770-777)
P: (832) 722-9911
E: Charles_Baker@ newyorklife.com
Internal Partner: Shane Murphy
Want more ideas like this—or help getting started?
Scan the QR Code below to connect with Charles Baker
Why It Works
• Respects time: No RSVP dinner event—just a stop-in that respects busy schedules.
• Feels personal: A simple meal becomes a memorable gesture.
• Sparks trust: Advisors open up more in relaxed, non-transactional settings.
• Low-lift, repeatable: You can easily do it again, anywhere, with minimal logistics.