Advisors should also organize events to celebrate clients’ preparation for retirement, provide access to coaching on the psychology of retirement, hold document shredding parties and other functions.
Estimated reading time: 0 minutes, 21 seconds
How to Organize Successful Client Events
Seminars for clients to discuss how they plan to make retirement gratifying and events that allow clients with common bonds, such as employment, to mingle can go a long way toward deepening relationships with customers. So reports Financial Planning.
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