Despite the choppy economy, Robert Klosterman, the president and chief executive of White Oaks Wealth Advisors Inc., in August took more than 100 of his top clients on a three-hour boat cruise of Lake ...

For years, financial advisors have relied on client appreciation dinners and seminars to build their business. The steak dinner with a side of a sales pitch is a broken model; a transaction cloaked in ...

In anticipation of the December holiday season, many solo attorneys are reviewing how they have acknowledged to clients their appreciation for business relationships. Consider the various ways you may ...

Finding new clients can take up a significant amount of time and energy in your business. And once you get them, you have to keep them. That's where client engagement becomes paramount. Engagement is ...

In today’s highly competitive market, home service contractors, whether in HVAC, plumbing, electrical work, landscaping, or roofing, constantly search for ways to stand out. While top-notch service ...

Rental Escapes extended its Travel Advisor Appreciation Month offer, allowing advisors to earn additional commissions and ...

In this age of instant communications and frenetic multitasking, financial advisors shouldn’t overlook an old-school respite from the daily grind: the client event. In fact, with spring in bloom, this ...

I’ve been involved in a number of Employee of the Month programs. (Never won one, but gave out a bunch of awards.) The same is true for customer appreciation initiatives. One thing nearly all had in ...

Kroger celebrates customers with the hottest deals and digital coupons. ARKANSAS (September 24, 2024) – Today, Kroger Delta Division announced it will kick-off a mega-sales event honoring customers ...