Pie Giveaway Executive Summary
This resource gives a high-level overview of the popular “Pie Giveaway” client appreciation event. Download
Tag: Client appreciation
Passion Prospecting Event Ideas
Use this list to jump-start your brainstorming process for fun event ideas for passion prospecting and other small client events. Download
Sample Process: Client Appreciation Event
Use this sample process as an example when creating your firm’s standard process for executing client appreciation events. Download
Personal Preference Questionnaire
Use this questionnaire as part of your new client onboarding process or at any time during your relationship to gather information about their hobbies, favorite…