Thank Your Clients
Tips and Resources for Hosting Your Next Client Event
plan and schedule
Advisors all over the country are working to thank their clients with events that often schedule for right around the holidays.
helpful tips & ideas
Download our Client Appreciation Guide to host your own event, with step-by-step instructions for planning and executing, no matter your size or budget.
tis the season
Fall brings us reminders of more than just crisp temperatures and changing leaves—it’s also the time of year for financial advisors to plan client appreciation events.
fall event idea
Show your appreciation this fall with a Pie Giveaway event for your clients! Delight them with a delicious seasonal pie while expressing your gratitude for their continued support. It’s also a great opportunity to ask for reviews on your Google Business page.
Thanksgiving Pie Giveaway Postcard Sample
free download
Client Appreciation Guide
goal-oriented events
Getting Involved
We categorize client appreciation events by the goal that advisors have for them. But within that general context, you can achieve important secondary goals. Of course, all of these events should function as a way for you to show gratitude to your clients.
As a means of client retention for your existing clients.
As a way to refer your business, which encourages clients to bring a friend, neighbor, or relative to the event.
As a celebratory family event for clients, children, and even grandchildren, thus importantly introducing you to the inheritors of your clients’ accounts.
For More Info
Email Kyle Root
Kyle.Root@TuckerAdvisors.com
Email Marqus Lechuga
Marqus.Lechuga@TuckerAdvisors.com
Call (800) 734-0076