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 ...

In this age of instant communications and frenetic multitasking, financial advisors shouldn’t overlook an old-school respite from the daily grind: the client event. In fact, with spring in bloom, this ...

Client appreciation events can play an important part in your strategy to expand your business: paying close attention to the details of such events will help ensure their success — and contribute to ...