Marketing With Client Appreciation Events

Luke, Kristen
November 2010
Journal of Financial Planning;Nov/Dec2010 Practice Management, p6
Academic Journal
The article focuses on the significance of client marketing and communication strategy in a comprehensive marketing plan. It predicts that the execution of campaigns focused to clients will enhance relationships, generate referrals, and increase the percentage of wealth manage for clients. It explains that the type of event to host relies on the business model, client base, and personality. It suggests businesses to start on smaller scale to test the effectiveness of client appreciation events. The events should be considered as part of their marketing strategy. It recommends to ensure that the objectives are defined, the right clients are invited, and that appreciation is conveyed.


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