Creating an Engaging Client Appreciation Event

Meeting with your clients casually instead of in a more routine “professional” setting takes some effort and can be a challenge. However, showing how much you appreciate working with them strengthens your relationships, increases your client retention, increases engagement, and fosters community. It can also generate referrals!

MQ President Amy Mullen, CFP® will be joined by Elise Huston, CFP® from JNBA Financial Advisors to discuss how you and your firm can create fun and enjoyable events that attract participation, motivate attendance, and appeal to the interests of all your clients, no matter the tenure of your professional collaboration.