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Picture of [Video] Unique Ways to Show Clients Your Appreciation

[Video] Unique Ways to Show Clients Your Appreciation

Focus Session
SKU: 21MDRT-37V
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$40.00
$55.00

Tuesday Session

Clients want to know you care about their needs beyond the growth of their portfolio. While a gift card to a coffee shop may be appreciated, it doesn't require a lot of thought. Krueger shares how taking the time to offer your clients unique gifts can make a deeper connection to the families you serve. From having logoed truffles made by a local chocolatier to offering personalized totes to clients who send referrals, clients should feel the level of thoughtfulness while being serviced.

Speaker Bio

As a fully independent senior financial advisor, Terri E. Krueger offers many years of experience to the financial industry. Her broad experience enables her to give clients informed recommendations for estate planning, retirement planning and other investment options. In addition, as a financial representative registered with LPL Financial, she helps clients select the appropriate investment options to fit into their portfolio and match their objectives.
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