Client Porter

Looking to strengthen your relationship with your client? Think outside of the box with this idea!

As you well know, showing appreciation to your clients goes a long way in building a strong relationship that can overcome any market downturns, or rough quarters. But sometimes it can be challenging to figure out the right way to show your appreciation. 

Clients don’t see branded merchandise as a thoughtful and meaningful way to connect, so it’s important to think outside the box. Sometimes, a gift for your clients’ child can do just the trick. Knowing that your clients are in tune with their finances, offering financial literacy for their children can be a great way to create a meaningful connection. 

Below is a compiled list of resources, by age, that your clients will be sure to appreciate:

Ages 4-8 Literature:

How Much Is That Doggie in the Window? by Bob Merrill

The Berenstain Bears’ Trouble with Money by Stan and Jan Berenstain

Tia Isa Wants a Car (Tía Isa Quiere Un Carro) by Meg Medina

One Cent Two Cent Old Cent New Cent by Bonnie Worth

Ages 8-12 Literature:

Wow The Dow! The Complete Guide to Teaching Your Kids How to Invest In the Stock Market by Pat Smith

Growing Money: A Complete Investing Guide for Kids by Gail Karlitz

A Smart Girl’s Guide: Money (Revised): How to Make It, Save It, and Spend It by Nancy Holyoke

Better Than a Lemonade Stand!: Small Business Ideas for Kids by Daryl Bernstein 

Ages 13-18 Literature:

Complete Idiot’s Guide to Money for Teens by Susan Shelley

The Motley Fool Investment Guide for Teens: Eight Steps to Having More Money Than your Parents Ever Dreamed of by David Gardner

The Young Investor: Projects and Activities for Making your Money Grow

by Katherine Roberta Bateman

Money Matters for Teens by Burkett, Larry

Struggling with finding the time to consistently show your clients the appreciation they deserve? Consider reaching out to a company like Client Porter, who creates personalized turn-key client appreciation programs for your clients.