The benefits of hosting a client appreciation event can be enormous. Executed properly, advisors will set up streams of qualified referrals from an incredibly loyal client base. Not only will a ...

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Marc Freedman, chief executive of Freedman Financial in Peabody, Mass., got his start in radio in 2012. He paid $2,000 a week to host an hour-long, live call-in show every Sunday at 4 p.m. on a major ...

First, it’s important to understand that under the new rule, only nonattest services described as “hosting services” impact a firm’s independence -- that is, “hosting services” are narrowly defined to ...

Client events should be an integral part of every advisor’s business plan. When done right, they can be a great way to build trust with existing clients, attract new prospects and drive sales. However ...

https://www.investmentnews.com/wp-content/uploads/assets/graphics src="/wp-content/uploads2018/08/CI116443723.JPG" Client events can be a lot of work, and there are ...

Being the greatest of all time (GOAT) is not limited to the likes of Michael Jordan or Serena Williams. No one can deny the legendary status of those who have climbed to the top of their professions, ...