November Week 1: A Thanksgiving event at a local hospital
Tough times call for a new way to show client appreciation. Instead of holding an elaborate dinner this year, why not join with clients to give thanks and lend support to a worthy cause?
Background: November and December are often the months when advisers hold client appreciation events.
This year, standard events — such as dinners and parties — may not make sense. The economy and the markets are in the doldrums and clients whose accounts have shrunk do not feel like c
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