Client appreciation goes beyond financial guidance—it’s about building trust, connection, and loyalty. One of the most effective ways to do this is through well-planned client events that leave a lasting impression.
Join Southwest Annuities Marketing on November 20th at 2:00 PM ET for this practical webinar, where we’ll cover:
- Types of Client Events – From appreciation to education
- Annual Event Planning – Building a balanced calendar that works
- Deep Dive into 5 Client Events – Proven ideas you can implement
- Client Referral Events – How to grow your business through experiences
- Client Education Events – Turning financial topics into engaging sessions
You’ll walk away with fresh inspiration and actionable strategies to help strengthen relationships, build loyalty, and even generate referrals through events that clients will remember.
Fill Out the Form to Register Now
CSA251003-1126
Various state insurance regulations, as well as other state regulations, prohibit the “gifting” of items, which may include entertainment expenses incurred by a financial professional in excess of a certain dollar value. Be sure to check your state’s requirements and/or your firm to ensure that you are complying with your specific state’s limitations and guidelines.
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