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If your advisor threw a client appreciation party, what kind of party would you be most likely to attend?

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Oh, that’s a good question. Let me see… I would really like to go to an event that is sports related. I don’t know if that would be possible, but it would be great to get out to a ball park and see a game.”
Jerry T., 71
Seattle, Wash.

“We had a great event earlier this year where we took a boat out on the water. There were about 15 clients. We watched the sunset and had a few drinks and food. It was something I would enjoy doing again.”
Sam B., 67
Tampa, Fla.

“Unfortunately I don’t get out much anymore. I have had health problems the last several years and would most likely not be able to attend any type of party.”
Les R., 81
Baton Rouge, La.

“I like a nice dinner. If my advisor invited me to a dinner with other clients I would definitely attend.”
Dale A., 72
Minneapolis, Minn.


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