Joanne Ferguson, president, coach and consultant with Advisor Pathways, explains how to involve your whole team to make a client appreciation event a success. Ferguson outlines the roles that team members can play and gives key tips on how each member of the team can solidify client relationships and build referrals. She spoke with Fiona Collie, Investment Executive reporter, at the TMX Broadcast Centre in Toronto.
Start planning your client appreciation event early, and stay organized with a to-do list
Done right, a client appreciation event can strengthen client relationships and generate referrals
The large-scale functions that got results 10 or 15 years ago seldom work today. To be successful, client appreciation events must be unique, intimate and targeted
These mistakes can undermine your best efforts to thank your clients
Follow a step-by-step plan for reaping the benefits of an event
Make sure your client events are well attended by preparing carefully in advance
These common mistakes can alienate clients