Events
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.
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.