9 Great Tips for Client Events

Marsh, Ann
April 2013
Financial Planning;Apr2013, Vol. 43 Issue 4, p73
The article offers information on nine tips for conducting client events. It states that be sure to consider the headcount and send electronic mails (e-mail) beforehand to ensure everyone who respond shows up. It mentions that consider giving gift bags for the guests to take home. Furthermore, before organizing an event survey the client to find out what would interest them.


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