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The Advisor Odyssey - Strategies for Financial Advisors
Daniel Hotujac
51 episodes
1 hour ago
Helping financial advisors build a lean and profitable business by providing ideas, strategies and tools no matter where you're at in the business.
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All content for The Advisor Odyssey - Strategies for Financial Advisors is the property of Daniel Hotujac and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Helping financial advisors build a lean and profitable business by providing ideas, strategies and tools no matter where you're at in the business.
Show more...
Marketing
Business
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41 - 5 Client Appreciation Event Ideas
The Advisor Odyssey - Strategies for Financial Advisors
18 minutes 14 seconds
2 years ago
41 - 5 Client Appreciation Event Ideas

In this episode, Daniel lays out the difference between client appreciation events and referral events, as well as giving 5 fun ideas for client events! 

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Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)

The Advisor Odyssey - Strategies for Financial Advisors
Helping financial advisors build a lean and profitable business by providing ideas, strategies and tools no matter where you're at in the business.