Updated Tuesday, June 2, 2015 as of 5:45 PM ET

Email This Article

8 Great Tricks for Effective Client Events

Ann Marsh

Client events are essential for maintaining a strong book of business. Financial planners offered several pieces of specific advice for advisors interested in holding great events.

Login for Registered Users:

Log in below to email an article:

Advisors on the Move: Wells Fargo Nabs $650M Team
The May Issue is now online!


TWITTER
FACEBOOK
LINKEDIN

Industry Events

June 18, 2015 | New York Hilton Midtown, New York, NY

June 24, 2015 | Chicago, IL

November 3, 2015 | The Broadmoor Hotel in Colorado Springs, Colorado

November 4, 2015 | New York Hilton Midtown, New York, NY

Already a subscriber? Log in here