21 Curated Client Gifts for Mother’s Day
In this unpredictable world, the only thing you can control is your relationship with your clients. Building a strong relationship is where you can stand out and flourish among your competitors. This season, celebrate Mother's Day by focusing on the moms
February Gift Ideas to Spread the Joy
With Valentine’s Day approaching, it’s a great time of year to strengthen client relationships. Many people send gifts over Christmas and New Years, but very few make an effort for Valentine's Day, which means your gift is more likely to be noticed
How Did Client Porter Begin?
What's the Story Behind Client Porter? Client Porter started on an ordinary Saturday morning, where two daughters came home to visit their dad. While sitting around the kitchen table drinking tea, Dad told his daughters about his recent meeting with a
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
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
3 Surprising Times Where Gifting Saves the Day
Why is gifting important? As a company, gifting can be one of the best ways to develop new connections, nurture relationships, and solidify bonds. Gifts provide an optimal medium to show the recipient that you’re willing to put in extra effort
The January Gift Guide For Any Client
Everyone can use a little extra cheer this New Year. Sometimes it can be tricky to think about the perfect gift for your clients, so here are the top 5 ideas to surprise your clients with, that will be sure
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
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