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TC18051 (05/18)

7 Tips for Hosting a Client Appreciation Event

Client appreciation events are a worthwhile investment in your clients and in the well-being of your business. They are not designed to pitch products or sales – they are designed to help build community, keep you connected with clients, and ensure new client acquisition opportunities through a memorable experience. Below are some tips on how to host a successful client event.

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Materials available on the Indexed Annuities Leadership Council (IALC) website may not be compliance-approved. AAAE and the IALC are not affiliated.

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5 Great Ideas for Client Appreciation Events

Client appreciation events require a commitment of time and money. How can you design events to make the most of your investment, enhance your relationships with existing clients, put you in front of qualified prospects, and provide an enjoyable experience for everyone involved?
 

Rather than holding a conventional meeting in a hotel conference room or your office boardroom, consider hosting a themed event or a client experience. Use this as an opportunity to get people mingling – no sales pitch, no work talk, just good old-fashioned fun.

Here are some ideas for hosting an interactive, exciting, and engaging client appreciation event:

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Materials available on the Indexed Annuities Leadership Council (IALC) website may not be compliance-approved. AAAE and the IALC are not affiliated.

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