How I Throw Retirement Milestone Celebrations for Clients
AdvisorRadio Podcast for Financial Advisors by Horsesmouth
English - February 07, 2017 15:00 - 22 minutes - 10.4 MB - ★★★★ - 10 ratingsInvesting Business investing financialadvisor financialservices Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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What's Working Now: This advisor hosts parties for clients on the verge of retirement as a way to show his appreciation and honor this important milestone event. The strategy also helps promote his firm's brand and gain new clients.