Appreciation unwrapped

Part one of this three-part series outlines the reasons for taking a year-round approach to client appreciation. Part two explores creative event ideas, and part three explains how small gestures can help you show gratitude. Learn more about client appreciation in a video featuring John and Rebecca Horwood, co-directors of wealth management with Richardson GMP Ltd. in Toronto.

June 1, 2015

How to develop an effective year-round client appreciation strategy

John and Rebecca Horwood, directors of wealth management at Richardson GMP Ltd. in Toronto, share insights on developing an effective year-round client appreciation strategy.

  • June 1, 2015 December 15, 2017
  • 15:05

Show client appreciation with small gestures

Acknowledging the milestones in your clients’ lives – even with a simple phone call – keeps them engaged

  • May 27, 2015 May 27, 2015
  • 09:50

Client appreciation events with impact

By matching activities to particular types of clients, you can build stronger relationships

  • May 26, 2015 May 26, 2015
  • 09:50

Expressing appreciation year-round

Rather than showing gratitude at a time of year when clients expect it, your client appreciation strategy should be a continuous process

  • May 25, 2015 May 25, 2015
  • 13:00