Part one of this three-part series outlines the reasons for taking a year-round approach to client appreciation. Part two explores creative event ideas, and part three explains how small gestures can help you show gratitude. Learn more about client appreciation in a video featuring John and Rebecca Horwood, co-directors of wealth management with Richardson GMP Ltd. in Toronto.
June 1, 2015John and Rebecca Horwood, directors of wealth management at Richardson GMP Ltd. in Toronto, share insights on developing an effective year-round client appreciation strategy.
Acknowledging the milestones in your clients’ lives – even with a simple phone call – keeps them engaged
By matching activities to particular types of clients, you can build stronger relationships
Rather than showing gratitude at a time of year when clients expect it, your client appreciation strategy should be a continuous process
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