Sales & Marketing

Engage your team to host a successful client appreciation event

Interview of Fiona Collie, Joanne Ferguson |

Joanne Ferguson, president, coach and consultant with Advisor Pathways, explains how to involve your whole team to make a client appreciation event a success. Ferguson outlines the roles that team members can play and gives key tips on how each member of the team can solidify client relationships and build referrals. She spoke with Fiona Collie, Investment Executive reporter, at the TMX Broadcast Centre in Toronto.