Celebrating the season

A four-part series on holiday parties to help advisors celebrate without social missteps. In part one, an etiquette checklist. In part two, hosting clients. In part three, celebrating with your team. In part four, a guide to client gifting.

December 5, 2014

Guide to client gifting

Consider an organized strategy and, at the very least, send a card

  • December 5, 2014 November 17, 2019
  • 11:41

A staff party with pizzazz

Say thanks to your team with fun and gifts

  • December 4, 2014 October 30, 2019
  • 13:20

Nine tips for a successful holiday party for clients

The key is to strike the right tone and don’t be promotional

  • December 3, 2014 November 17, 2019
  • 11:20

Party etiquette checklist

The holiday season brings more opportunities to commit faux pas

  • December 2, 2014 November 16, 2019
  • 12:10