Clients! You can't live with 'em and you can't live without 'em. Your clients are the lifeblood of your business. How do you show your appreciation for their business? Here's how several solo ...

In anticipation of the December holiday season, many solo attorneys are reviewing how they have acknowledged to clients their appreciation for business relationships. Consider the various ways you may ...

The benefits of hosting a client appreciation event can be enormous. Executed properly, advisors will set up streams of qualified referrals from an incredibly loyal client base. Not only will a ...

In real estate, professional identity extends beyond transactions and listings. Subtle, meaningful interactions often shape how a REALTOR is perceived. Client appreciation events are one such ...

A plain birthday card does not suffice for the clients of Rebecca Horwood, director of wealth management at Richardson GMP Ltd. in Toronto. Horwood insists on including an unexpected treat with the ...

Advisors can build loyalty and trust by showing genuine appreciation to clients, but a tone-deaf gesture can have the opposite effect. What makes a “thank-you” meaningful, and does it always require ...

The COVID-19 crisis has had a notable impact on the way financial advisors conduct their day-to-day operations. One of the ways it has affected Peter Guay, portfolio manager at PWL Capital Inc. in ...