This three-part series highlights tips and strategies for hosting a client appreciation event that will bolster your client relationships and benefit your bottom line. Part one explores the benefits of hosting this kind of event; part two outlines the planning process; and part three features event-hosting tips. Also, in a video featuring consultant Joanne Ferguson, learn about getting your team involved in a client appreciation event.
November 21, 2012Ensure all guests feel included at a client appreciation event, and follow up with attendees afterwards
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.
Start planning your client appreciation event early, and stay organized with a to-do list
Done right, a client appreciation event can strengthen client relationships and generate referrals
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