One of the most effective ways to nurture client relationships, enhance customer loyalty, AND drive referrals is to implement a “Surprise & Delight” strategy. This frequently overlooked strategy gives clients a customized, memorable experience that makes them feel more appreciated and understood. If you’re ready to start surprising and delighting your clients but you’re unsure where to start, this is the webinar for you. 

Join Advisor Group’s Marketing Experts as they share their best ideas for surprising and delighting clients while providing a live demonstration of how to set up a successful strategy.

You’ll learn:

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

Sponsored by:


Approved for 1 hour CE: CFP®, CFA®, CPWA®, CIMA®, CIMC®, RMA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®. 

The CFP Board® accepts the LIVE program for one hour of CE credit towards the CFP® certification. If you provide the required information during the webinar registration process and stay for the entire session we will report your attendance to these organizations. Investments & Wealth Institute® accepts this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. If you provide the required information during the webinar registration process and stay for the entire LIVE event we will report your attendance to IWI. If you watch the ON-DEMAND event please email us at for the IWI® webinar ID to self-report your attendance.

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