Client events – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Sun, 17 Nov 2019 08:17:52 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Client events – Investment Executive https://www.investmentexecutive.com 32 32 Special thanks https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/special-thanks/ Fri, 23 Nov 2018 05:12:00 +0000 https://www.investmentexecutive.com/?p=359384 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

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]]> Events your clients will appreciate https://www.investmentexecutive.com/building-your-business/client-communications/events-your-clients-will-appreciate/ Tue, 08 Nov 2016 17:10:00 +0000 https://www.investmentexecutive.com/uncategorized/events-your-clients-will-appreciate/ From fine dining to paintball, make your event suit your clients’ tastes

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]]> Treat your clients to family-friendly events https://www.investmentexecutive.com/building-your-business/client-communications/treat-your-clients-to-family-friendly-events/ Mon, 31 Oct 2016 15:10:00 +0000 https://www.investmentexecutive.com/uncategorized/treat-your-clients-to-family-friendly-events/ A popular kids’ movie or a trip to a museum can help show your clients you appreciate their business

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]]> Hold a successful lunch and learn https://www.investmentexecutive.com/building-your-business/sales-marketing/hold-a-successful-lunch-and-learn/ Fri, 20 Nov 2015 16:00:00 +0000 https://www.investmentexecutive.com/uncategorized/hold-a-successful-lunch-and-learn/ A well-organized event enables you to network with clients and other professionals

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]]> The value of small events for clients https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/the-value-of-small-events-for-clients/ Fri, 18 Sep 2015 04:00:00 +0000 https://www.investmentexecutive.com/uncategorized/the-value-of-small-events-for-clients/ 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

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]]> How to develop an effective year-round client appreciation strategy https://www.investmentexecutive.com/in-depth_/special-reports/how-to-develop-an-effective-year-round-client-appreciation-strategy/ Mon, 01 Jun 2015 20:05:00 +0000 https://www.investmentexecutive.com/uncategorized/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.

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]]> Show client appreciation with small gestures https://www.investmentexecutive.com/in-depth_/special-reports/show-client-appreciation-with-small-gestures/ Wed, 27 May 2015 14:50:00 +0000 https://www.investmentexecutive.com/uncategorized/show-client-appreciation-with-small-gestures/ Acknowledging the milestones in your clients’ lives – even with a simple phone call – keeps them engaged

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]]> Client appreciation events with impact https://www.investmentexecutive.com/in-depth_/special-reports/client-appreciation-events-with-impact/ Tue, 26 May 2015 14:50:00 +0000 https://www.investmentexecutive.com/uncategorized/client-appreciation-events-with-impact/ By matching activities to particular types of clients, you can build stronger relationships

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]]> Expressing appreciation year-round https://www.investmentexecutive.com/in-depth_/special-reports/expressing-appreciation-year-round/ Mon, 25 May 2015 18:00:00 +0000 https://www.investmentexecutive.com/uncategorized/expressing-appreciation-year-round/ Rather than showing gratitude at a time of year when clients expect it, your client appreciation strategy should be a continuous process

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]]> How to promote your client-appreciation event https://www.investmentexecutive.com/in-depth_/special-reports/how-to-promote-your-client-appreciation-event/ Tue, 31 Mar 2015 15:10:00 +0000 https://www.investmentexecutive.com/uncategorized/how-to-promote-your-client-appreciation-event/ Give lots of notice and make it unique

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