Blog

With the holidays rolling around, many advisors are struggling to figure out what gifts their clients would appreciate. The criteria that defines a great gift is: It should be about them, not about you. Make sure that the only branding on your gift is your clients. Don’t give them something with your logo on it. It should show that you value their business It should be thoughtful and look like it required effort With this criteria in mind, here are 5 gifts that advisors can rely on to help build a relationship: A gift for the soul. If you get your clients a spa

When it comes to client appreciation gifts, we’ve noticed several patterns for when businesses choose to create them in-house, and when they find they are better served by outsourcing that particular task. To help you make your own informed decision, here are the top five signs that an advisors should outsource their client gifts: 1. You are struggling to find more hours in the day for your core business. Most advisors already feel like they don't have enough time to manage their business development activities, run their offices, return calls and prepare for meetings. If you find yourself struggling to shop for a