A Heartwarming Gesture Guaranteed to Enhance Client Relationships

RELATED CONTENT

Why Robo-Advisors Will Not Replace Human Financial Advisors

TheStreet: The new trend of robo-advising may be grabbing a lot of headlines, but is the new way to invest right for everyone?

Baseball: How It’s Made Me a Stronger Advisor

What’s Working Now: This advisor has taken the community-building and networking wisdom he learned through promoting a minor league baseball team and applied it to his firm’s marketing practices.

Engaging My Clients With Painting and Shredding Events

What’s Working Now: This advisor bonds with her clients and prospects through smaller client events that don’t break the bank, such as painting and shredding parties, as well as an ongoing financial book club.

How I Throw Retirement Milestone Celebrations for Clients

What’s Working Now: This advisor hosts parties for clients on the verge of retirement as a way to show his appreciation and honor this important milestone event. The strategy also helps promote his firm’s brand and gain new clients.