John and Rebecca Horwood, directors of wealth management at Richardson GMP Ltd. in Toronto, share insights on developing an effective year-round client appreciation strategy.

By: Rebecca Horwood
June 1, 2015 November 17, 2019
15:05

Show client appreciation with small gestures

Acknowledging the milestones in your clients’ lives – even with a simple phone call – keeps them engaged

By: Tessie Sanci
May 27, 2015 November 17, 2019
09:50

Client appreciation events with impact

By matching activities to particular types of clients, you can build stronger relationships

By: Tessie Sanci
May 26, 2015 November 17, 2019
09:50

How to accept negative client feedback

Rather than taking offence, say “thanks” and address the issue

By: Leah Golob
May 26, 2015 November 17, 2019
09:40

Expressing appreciation year-round

Rather than showing gratitude at a time of year when clients expect it, your client appreciation strategy should be a continuous process

By: Tessie Sanci
May 25, 2015 November 17, 2019
13:00

How to rebuild your client base at a new firm

Changing firms? Your old company “owns” your clients, but you can take steps to rekindle those relationships

By: Leah Golob
May 12, 2015 November 17, 2019
10:00

Add white papers to your communication strategy

Well researched, visually appealing documents help support your arguments

By: Leah Golob
April 29, 2015 November 17, 2019
10:00

How to communicate with your clients about market downturns

Communicating your strategy and staying in touch are key

By: Leah Golob
April 22, 2015 November 17, 2019
09:30

Get the most from a client-engagement survey

It’s what you do with the results that counts

By: Leah Golob
April 20, 2015 November 17, 2019
09:26

Increase engagement with a client debrief

Recapping your meetings helps build trust, align expectations

By: Leah Golob
April 8, 2015 November 17, 2019
10:25

How to promote your client-appreciation event

Give lots of notice and make it unique

By: Leah Golob
March 31, 2015 November 17, 2019
10:10

Three steps to planning a successful client-appreciation event

Consider your target audience’s interests and needs

By: Leah Golob
March 30, 2015 November 17, 2019
10:00

Four ways to say, “Thanks for your business”

Client appreciation is key to deepening relationships

By: Leah Golob
March 27, 2015 November 17, 2019
10:00

Three steps to empathetic client relationships

“Walk a mile in your client’s shoes” and make an emotional connection

By: Tessie Sanci
March 2, 2015 November 17, 2019
12:05

Five steps for a successful client meeting

Make it a continuous discovery process

By: Dwarka Lakhan
February 24, 2015 November 17, 2019
10:40

Five steps to a successful first meeting

When introducing yourself to a prospect, preparation is key

By: Dwarka Lakhan
February 20, 2015 November 17, 2019
11:10

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How to develop an effective year-round client appreciation strategy