The Comprehensive Guide to Hosting a Client Appreciation Event: 10 Steps That Cover Everything
By Ralph Adamo, MSFS, ChFC, CAP, CLU, and Angela York
Horsesmouth Essential: Even if it’s your first client appreciation event ever, you don’t have to reinvent the wheel. With this list of must-do steps, practical tips, and smart reminders, it’s like having an old pro right at your side.