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The 4 Pillars of Successful Client Events

Certainly one of the most prevalent ways to thank your clientele for their business and promote new business opportunities for your practice is to host the ever-popular client appreciation event.

We have all hosted enough of these events to know that some are more popular than others. But why is that?

Was it the theme or the outing itself that made it successful?

Each advisor brings a different approach to running events like these; however, regardless of