eBook | 7 ways to step up your client events

July 23, 2019 by Kelton Corcoran

7 ways to step up your client events by Advicent

about the author:

Kelton Corcoran

Senior content marketing specialist

Kelton Corcoran is a senior content marketing specialist at Advicent, the financial planning technology provider of choice for nearly 100,000 financial professionals.

eBook | 7 ways to step up your client events

Fostering positive client relationships is an essential practice when it comes to creating success for your business. Hosting events for your clients holds several important benefits in the financial services industry. They enable advisors increase client retention, scope out prospects, and create an open and inviting environment for both advisors and clients if the events are executed well. Client events, especially “client appreciation” events, move advisors and clients out of the office and bring them together in a fun, fresh atmosphere and help build stronger client-advisor relationships.

In this eBook, you will learn how to...

  • Develop ideas and strategies for client events
  • Strengthen the client-advisor relationship through events
  • Build your reputation as a trusted advisor within your community

Download our free eBook and start fostering stronger client relationships through events today.

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