To demonstrate their genuine appreciation for clients’ loyalty and to create a more meaningful “high-touch,” planners have long used client appreciation events such as outings (boat rides, picnics, cooking classes) as well as client dinners featuring entertainment (a magician, comedian or motivational speaker) and/or financial experts (a noted book author or economist providing market updates and forecasts).
While these are nice and can help build a stronger relationship between the advisor and clients, planners may be wise to consider a more meaningful event.
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