Takeaways from June On-Site Training

Takeaways from June On-Site Training

10.07.2019
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Takeaways from June On-Site Training

By: Karen Hayes, Marketing Associate
Published July 10, 2019
Never underestimate the importance of meeting with a financial advisor community face-to-face. That’s the general consensus following Private Advisor Group’s on-site training events this past month, held at Goldman Sachs and Vanguard. I know it’s difficult to take a day away from your task list, but as our …

Best Practices for Hosting Client Events

12.06.2019
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Best Practices for Hosting Client Events

By: Karen Hayes, Guest Blogger and Marketing Associate
Published June 12, 2019
When executed well, client events can be key to building relationships with your existing clients, retaining the clients you already have, and they can lead to more referrals, which means growth for your financial firm. The most successful client events offer something of value and …