The holidays are here, and, for a lot of business owners, that means showing appreciation for their clients. One of the best ways—and something top producers are consistently telling us—is to host a client-appreciation event. In this episode, we share best practices for planning and hosting client-appreciation events, some event ideas other producers have successfully used, and some tips for how to best follow up after the event.

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0:00 Introduction

0:54 Benefits of client appreciation events

2:59 Best practice: get the timing right

4:44 Best practice: include the family

5:13 Best practice: don't talk business

5:24 Best practice: allow friends and family

5:47 Best practice: introduce yourself and what you do

6:43 Best practice: bring your business cards

7:04 Best practice: plan ahead and send reminders

7:38 Ideas for client events

11:38 General themes to generate more ideas

12:19 The importance of following up

15:17 Action Item