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How to Surprise and Delight Your Way to Revenue Growth

Now Available On Demand

One of the most effective ways to nurture client relationships, enhance customer loyalty, AND drive referrals is to implement a “Surprise & Delight” strategy.  Studies show that customized efforts create memorable experiences that make clients feel more appreciated and understood.  “Surprise and Delight” efforts have a direct impact on business growth – don’t underestimate the power of this simple yet frequently overlooked marketing tactic.

Join Advisor Group’s Executive Vice President of Advisor Engagement Erinn Ford and a panel of Advisor Group’s financial professionals as they share their best ideas for surprising and delighting their clients. 

You’ll learn:

  • How to implement an efficient and effective client appreciation strategy
  • Creative and successful “Surprise & Delight” ideas that may even surprise you
  • Strategies for operationalizing “Surprise & Delight” into your customer experience

Register today to learn how you can start building your “Surprise & Delight” strategy. 

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved.

Erinn Ford
Executive Vice President, Advisor Engagement
Advisor Group


Patti Brennan, CFP®, CFS®
President & CEO
Key Financial, Inc.


    David Bailin, AIF®, ChFC®, CLU®, CLTC®
    Personal Wealth Strategies


    Nancy Bailin
    Director of Operations
    Personal Wealth Strategies


    David H. Lenok - host
    Senior Wealth Planning Editor


    Sponsored by