Summary: Event planning can be challenging as you strive to master the right mix of expressing appreciation to existing clients and prospect for new business. The question most financial advisors ask us is, “Why don’t more clients attend my events and why won’t they bring a guest?”
 Hosting small targeted events may require more work on your part. But the bottom line is; if you know more about your clients and their network of friends, you’ll create higher attendance rates and host a more successful event.”Andrea Schlapia, Founder and CEO, Ironstone. |
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