Clients! You can't live with 'em and you can't live without 'em. Your clients are the lifeblood of your business. How do you show your appreciation for their business? Here's how several solo ...

The benefits of hosting a client appreciation event can be enormous. Executed properly, advisors will set up streams of qualified referrals from an incredibly loyal client base. Not only will a ...

Client appreciation improves your client relationships and facilitates retention—and it doesn’t cost much to execute. When customers feel appreciated, they’re much more likely to stick around, and ...

Every company has a combination of clients that make everything you do worthwhile–and clients that make you reconsider (at least temporarily) why you got into this business. In the end, however, your ...

The holidays are a time of year when people look to make those in their lives feel extra special — and financial advisors are no exception. One way planners show their appreciation is by sending ...

If you found yourself scrambling to organize this year’s holiday gifts for your clients, a client-appreciation strategy may be the solution for 2014. “There’s no science to client appreciation,” says ...