Hosting client events can be a great way to show your appreciation for your clients and build stronger relationships. Satisfied clients are less likely to leave your practice for a different firm, and ...

The benefits of hosting a client appreciation event can be enormous. Executed properly, advisors will set up streams of qualified referrals from an incredibly loyal client base. Not only will a ...

In the competitive landscape of law and professional service firms, client events, webinars and sponsorships are not just ancillary activities—they’re integral components of a firm’s growth and ...

Many companies selling to other businesses hold client appreciation events. Some call it an advisory council and solicit advice from the clients. The old standard was to do a little bit of business ...

https://www.investmentnews.com/wp-content/uploads/assets/graphics src="/wp-content/uploads2018/08/CI116443723.JPG" Client events can be a lot of work, and there are ...

You are probably spending way too much money on client events that don't have any effect on your clients or your business. I don't know you or your practice, but it's a pretty safe statement to make.

For years, financial advisors have relied on client appreciation dinners and seminars to build their business. The steak dinner with a side of a sales pitch is a broken model; a transaction cloaked in ...

Los Angeles: In the last issue of Practice Management, we included Intimate Client Appreciation Events as one of the important means of proactively maintaining contact with your valued clients. An ...

Clay Gillespie, managing director with Rogers Group Financial Advisors Ltd. in Vancouver, recently held a traditional financial seminar. It was what Gillespie calls a “shotgun” seminar, the kind he ...