The holiday season is a good time to express gratitude to your clients. Here are some tips to help ensure your event - or gift - resonates throughout the year
From fine dining to paintball, make your event suit your clients’ tastes
A popular kids’ movie or a trip to a museum can help show your clients you appreciate their business
A well-organized event enables you to network with clients and other professionals
More and more advisors are opting for intimate events that include a small group of clients. These gatherings focus on an area of interest that is shared by the advisor and his or her elite clients
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.
Acknowledging the milestones in your clients’ lives – even with a simple phone call – keeps them engaged
By matching activities to particular types of clients, you can build stronger relationships
Rather than showing gratitude at a time of year when clients expect it, your client appreciation strategy should be a continuous process
Give lots of notice and make it unique