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 ...

Barclay Palmer is a creative executive with 10+ years of creating or managing premium programming and brands/businesses across various platforms. Professional Studio Images / Getty Images Client ...

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 ...

http://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 ...

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 ...

Client events often have a way of becoming boring and dull. Fortunately, we’ve put our heads together, chatted with friends, and created a list of 9 unique client appreciation event ideas that will ...

CPA firms both large and small are investing thousands of dollars a year in bringing clients and resources together for social and educational panels, dinners, happy hours, briefings, CFO breakfasts ...

Recently, i talked with two financial advisors who had hosted client events this year. Despite similar costs, the two events had entirely different outcomes: the first advisor had invited clients to ...