How Should I Prepare for My First Client Event? [Video]
Client events are a mainstay in most advisors’ practices. They allow you to build stronger relationships with clients, offer education, network with potential referrals, and more. Many advisors have hosted many events over the years. But for those just getting started, it can be overwhelming.
In this week’s marketing tip video, Brandon and Craig talk about how to prepare for hosting successful client events.
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