May 23, 2024

InvestmentNews: The return of client events

person speaking with a room of clients

While client appreciation events, and marketing workshops, are great tools to build loyalty and add AUM, the pandemic wiped these gatherings out. But when the pandemic ended, event attendance did not bounce back. Until now. In, “The return of client events,” Scott Hanson writes that attendance over the first four months of 2024 has reached pre-2020 levels and encourages advisors who may have turned their backs on these terrific tools, to restart them.

Read the full article at InvestmentNews.