Clients! You can't live with 'em and you can't live without 'em. Your clients are the lifeblood of your business. How do you show your appreciation for their business? Here's how several solo ...

Advisors can build loyalty and trust by showing genuine appreciation to clients, but a tone-deaf gesture can have the opposite effect. What makes a “thank-you” meaningful, and does it always require ...

Client appreciation improves your client relationships and facilitates retention—and it doesn’t cost much to execute. When ...

Every company has a combination of clients that make everything you do worthwhile–and clients that make you reconsider (at least temporarily) why you got into this business. In the end, however, your ...

Tax season (the first round) is over. Think about all the work you did. Now read the quote below: "I've learned that people will forget what you said, people will forget what you did, but people will ...

The holidays are a time of year when people look to make those in their lives feel extra special — and financial advisors are no exception. One way planners show their appreciation is by sending ...

If you found yourself scrambling to organize this year’s holiday gifts for your clients, a client-appreciation strategy may be the solution for 2014. “There’s no science to client appreciation,” says ...

Feeling unappreciated may nudge your customers to take their business someplace else. Remember, consumers tend to look for brands that will value them and earn their loyalty. This is why customer ...