CLIENT APPRECIATION
Event Planning
RA’s Client Appreciation Event program allows you to experience all of the benefits these gatherings bring with none of the hassle.
Foster and sustain your client relationships while also increasing potential referrals through an event completely coordinated by us.
What is it?
Vendor selection, including venue and catering
All communication and coordination with vendors
Custom invitation to send out to clients
Raffle implementation to increase rates of referrals and attendance
Registration page
Email & SMS confirmation funnels
Real-time notifications of event registrations
Highlights
Give your clients
a genuine sense
of appreciation
by providing a celebration entirely planned by RA.
ORDER TYPE
Client Appreciation Event
PURPOSE
Relationship retention
and development
Order the Premier Add-On!
Premier is theall-in-one add-on designed to maximize your campaign results. Get enhanced insight into registrant demographics, professional confirmation calls to boost attendance, voicemail drops, add-to-calendar options, and branded event collateral.
Perfect for advisors who want every advantage.
Ready to
maximize
your results?
Client Appreciation Event
Complete all applicable fields below and be thorough! The information in this builder is what we will use to customize your event...the info you provided here trumps everything.