Practice Management
Creative Client Events: Thinking Outside the Box
December 20, 2012

Organizing events is one of the most important functions in order to increase client base. Advisors are seeing a new trend in hosting creative events to woo prospective clients and retain the existing ones. Michael Silver and Erik Sheikowitz, founders of Focus Partners, talk about some out of the box events which range from high end parties, art exhibitions to paper shredding events.

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