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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 December 19, 2017
  • 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

Consider your target audience’s interests and needs