Rainmaker Multiplier On-Demand

Rainmaker Multiplier On-Demand


Coffee Break with C2P: Creative Ways To Show Client Appreciation

October 06, 2023

In this Coffee Break episode hosted by Matt Seitz, Chief Marketing Officer at C2P, we discuss client appreciation gifts, events, and community service initiatives advisors can use to show their clients they care about them and value their business. Guests, Tony Engrassia, ChFC®, CFF®, LUTCF® President and CEO Wealth Management Strategies; Julie Manning, RICP®, CFF®, Founder and CEO of Keystone Financial Planning; Nikki Glynn, Senior Director of Marketing at Petros Estate & Retirement Planning; and more share their creative gift ideas and the impact they’ve had on their client-relationships. Whether it’s a hand delivered, locally made pie for Thanksgiving, a personalized birthday gift, or a goodie basket to welcome new clients, tune in to discover creative ways to meaningfully show appreciation to your clients, for any kind of occasion.


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