The 5 Best Gifts for Clients This Holiday Season
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
3 Signs that it’s time to Outsource Your Client Appreciation Gifts
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
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
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
Think Emails Are Enough? Think Again.
For most companies, emails have become the sole means of communication for clients. And you may be thinking, why is that a problem? Well, your clients’ email inboxes are being inundated everyday. Many of these emails are deleted immediately or
Top 5 Mistakes You’re Making With Client Gifts, and How to Fix Them
5. “Your customer doesn’t care how much you know until they know how much you care” Many companies think that generic cards will keep their clients happy. The problem is, this doesn’t show your clients how much you care. The reason