Events
Client engagement and Coffee!
Event date and time from Dec 17, 2025 02:03 PM Eastern Standard Time to Jan 22, 2026 12:00 AM Eastern Standard TimeDec 17, 2025 02:03 PM Eastern Standard Time - Jan 22, 2026 12:00 AM Eastern Standard Time
Event location 150 West Ridge Dr , Toronto, Ontario150 West Ridge Dr , Toronto, Ontario
Keeping clients engaged is one of the most challenging roles of financial advisors and RIAs to keep their business growing successfully.
Client relationship conference
Event date and time from Mar 10, 2026 02:08 PM Eastern Daylight Time to Apr 11, 2026 12:00 AM Eastern Daylight TimeMar 10, 2026 02:08 PM Eastern Daylight Time - Apr 11, 2026 12:00 AM Eastern Daylight Time
Event location 28 Rolling Elm St , Toronto, Ontario28 Rolling Elm St , Toronto, Ontario
Traditional client management programs like sending birthday cards, occasional phone calls, or email reminders can be a good start but it's often not enough to really stand out.