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Articles from Client Events

Client Appreciation Event - Private Movies

Private Movie Screening For your next appreciation event, Choose a hot new movie and treat your most important clients to a premiere event. You may not be aware that select films are even available a day prior to public release. Just in case you want to do a Drive In movie..we have a few sources...

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Client Events: WineTastings, Golf Outings and More

Client Events...It is the Little Things That Count Aspiring Financial Service Professionals should remember that it is the little things that mean so much…. Client Events enhance trust, credibility and your relationship with clients.  Client Events… enhance trust, credibility and your relationship with clients. Consider the following events for your clients...

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Seminars and Workshops Can Help Grow Your Practice

Seminars and Workshops Can Help Grow Your Practice It does not matter what you area of focus or specialty is….Seminars will work for you. It may comfort you to know that you do not have to be an experienced or smooth talking speaker to conduct an effective seminar...

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Stress Knocks At The Door Constantly

...so take a break Financial Services Professionals must learn to deal with the day to day issues of running a professional services business...

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The articles published here represent the personal views of the author(s), and not necessarily the views of any securities firm, insurance company, FINRA, SEC or organization with which he or she may be affiliated. All statements made in these articles are for general information only and are not intended to provide, nor should they be relied on as, legal or investment advice.  Readers must consult with their qualified investment, tax or legal advisors before relying upon any content contained herein. Statements made in these articles may be incorrect for your state or jurisdiction. Also keep in mind that at the time when you read such statements the underlying rules, regulations and/or decisions may no longer be controlling or persuasive as a matter of investment or insurance law or interpretation.