Gestures of gratitude

In part one of this three-part series on client appreciation, learn how hosting memorable client events can strengthen client relationships. Part two explores ways of impressing your high net worth clients, and part three highlights gift ideas for clients. Learn more about client appreciation in a video on IE.TV. See more gift ideas in a slideshow.

November 20, 2014

Leave a lasting impression with the perfect client gift

Many advisors show their appreciation with gift certificates, but personalized presents can help you stand out

  • November 20, 2014 November 20, 2014
  • 15:45

Gifts: Saying thank you to clients

From charging stations to chocolate, Adam Kafka, owner of Universal Links in Toronto, and an expert in corporate gifting, presents this year’s best gifts to show appreciation to your clients.

  • November 20, 2014 December 15, 2017
  • 12:35

Entertaining the high net worth client

Consider organizing a philanthropic activity or an intimate concert to engage with your top clients

  • November 19, 2014 November 19, 2014
  • 10:30

Three events sure to impress your clients

A client appreciation event, customized to your client base, can show clients how much you value their business

  • November 18, 2014 November 18, 2014
  • 12:10