The first question you should answer is, “Do I want to do business in the club?” It is important to think that through first. For many, the answer is “Yes, I want to do business where I recreate.” For others, they prefer to have a place of enjoyment where they are not engaged in business. It is a personal choice, and there is no right or wrong answer.
To work in the country club, there are several approaches:

  1. Conduct a series of short seminars for a group of members (1-hour maximum). As treasurer, you have the forum and voice, and it would be a perfect fit. Humorous, golf-related titles such as “Six Ways To Shank Your Finances”, “Five Things That Will Put You Out Of Bounds With Your Money Every Time,” or “How To Hit Birdies Versus Bogies In The Financial Markets,” would work great. Keep the programs brief and informative.
  2. Write a monthly financial column for the club newsletter. Write about a different topic each month and invite people to call you for answers or comments.
  3. Organize a financial planning workshop for the club staff and/or the board of directors and have it written up in the club’s newsletter. The publicity will position you as someone who really cares about the club and its success. Plus, the entire membership will know what you do.Follow the workshop with quarterly staff and/or board briefings, and you will be well on your way.
  4. Meet with a few members and ask them for their “best” ideas on how to approach other members.
  5. Finally, don’t forget to ask each of your friends and fellow board members to meet with you for lunch or a round of golf so you can get to know them better. During lunch or the round of golf, set a date to “brief them” on what you have done for others like them.

Go for it!