5 Halloween Gifts to Make A Lasting Impression
Holiday season is just around the corner. Clients tend to expect gifts during the typical holidays of Thanksgiving and Christmas. But, why not stand out from your competition and surprise them with some Halloween excitement? Here are 5 Halloween Gifts that
9 Personalized Gifts to Send Your Clients This Summer
Do you know what all successful companies have in common? A strong client acquisition and retention plan. This starts with building a strong relationship with your clients, prioritizing their needs, and showing them how much you care. Gifting can be one
Top 3 Reasons Why Nurturing Your Client Relationships Leads to Growth
Client Acquisition is the process of gaining new clients, which tends to include a marketing and advertising budget, while client retention involves maintaining the clients that you’ve onboarded. Client retention includes developing a personal and thoughtful relationship with your clients. Many
The January Gift Guide For Any Client
After the way 2020 is going, we could all use a little extra cheer for 2021. Sometimes it can be tricky to think about the perfect gift for your clients, so here are a few ideas to surprise your clients
5 Gifts That Pay It Forward: How to give to your clients while also supporting worthy causes
There has been an abundance of research supporting that thoughtful and personalized gifts can strengthen the relationship between you and your clients. But, is it possible to support worthy causes while doing so? The answer is yes. In the last
Keep What’s Yours. What’s Your Client Retention Strategy? (Checklist)
Whether you've been a financial advisor for years, or you're just starting out, the number one rule for success is: Keep What's Yours. Specifically keep your clients, by continually practicing the science of client retention. Your client retention strategy is the