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Client engagement and Coffee!
Event date and time from May 07, 2024 02:03 PM Eastern Daylight Time to May 08, 2024 12:00 AM Eastern Daylight TimeMay 07, 2024 02:03 PM Eastern Daylight Time - May 08, 2024 12:00 AM Eastern Daylight 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 Apr 12, 2024 02:08 PM Eastern Daylight Time to Apr 14, 2024 12:00 AM Eastern Daylight TimeApr 12, 2024 02:08 PM Eastern Daylight Time - Apr 14, 2024 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.