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    Client Appreciate Ideas to Celebrate Milestones

    Introduction In a previous blog post, we briefly discussed ways you can integrate holiday greetings and special events into your marketing strategy. This time, we will delve a little bit deeper into that and bring you a few ways in which you can keep in touch with, and connect ...

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    Topics: client satisfaction, managing client relationships, client appreciation

    (Best Practices) Client Appreciation Events For Financial Advisors

    Being knowledgeable in finance is definitely a key aspect for financial advisors but realistically the main driver is the people. Financial Advising is in the relationship-building business; the ability to find and maintain connections is what drives success. An important part ...

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    Topics: financial advisors, Marketing, client appreciation, events