Chocolate Tasting, Pinics, Dinners, Sport Events, Baseball, Basketball, Football, Hockey, Soccer, Group Cruises, Boating,Water Sports, Golf Outings, Holiday Theme Parties, Client Board Meetings, Theater Events, and Wine & Cheese Tastings are client events. Enhance your trust and credibility.

 

Client Events are very important to growing you practice. It is a way to say thanks for the doing business with you and also a way to say I really appreciate the right to continue to earn your business. Equally important; Client events allow you to keep the client current on the products and services you sold them and to allow them to help you grow your practice via referrals (introductions to their family, friend and associates) they make to you.

 

Your clients will introduce you only if they found value in your services, they trust you, they believe the introduction will help someone and if they really want to help you! Aspiring Financial Service Professionals should remember that it is the little things that mean so much…. Client Events enhance trust, credibilityand your relationship with clients.  Client Events… enhance trust, credibility and your relationship with clients. Read our latest articles on Client Events

 

Reporting: Gift and Entertainment Activities
Please be aware that your company(ies) Standard Operating Procedures –SOP will govern your choice of Client Appreciation Events you offer to clients and prospective clients. Your company’s SOP will guide you as to the value of gifts, meals and entertainment permitted to be given. It is equally important to note that your company(ies) will require you to report all gifts…regardless of cost.

 

Some gifts and entertainment may need pre-approval by your manager or supervisor.  In addition to your companies gift and entertainment policies and reporting guidelines, you may also be subject to state laws, regulations or company policies governing rebating, sales inducements, marketing giveaways, or and sales contests. Please check with the appropriate person at your firm, agency, company or broker dealer.