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The Keys to Hosting Killer Client Events

Every week, we bring you a curated list of articles hand-picked by industry veteran Kristan Wojnar to help you grow your investment advisory practice. Follow our Practice Management Channel to differentiate yourself with new ideas and build enduring client relationships.

Client events are a fantastic way for advisors to not only demonstrate appreciation but also to deepen relationships and increase ideal client introductions. This week we are laser-focused on the ways to host successful events. First up is a piece that offers specific client event ideas. Next, we have a video that also offers creative client event ideas and tips for successfully hosting them. Our final piece discusses event ideas to help you grow your business.

Spending time with clients and prospects through meaningful events can be a big game changer for your business. This piece offers 9 great client event ideas.

This video just might inspire your next client event and discuss why frequent activities with clients are beneficial to your practice.

Check out these 10 unique client event ideas to grow your advisory business.