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Keyword: Client events

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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

  • By: Leah Golob
  • November 20, 2015 February 12, 2019
  • 11:00

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

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.

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

  • By: Leah Golob
  • March 31, 2015 February 13, 2019
  • 10:10