A multi-part series to help advisors choose gifts for clients, while avoiding social missteps.
December 1, 2015
A multi-part series to help advisors choose gifts for clients, while avoiding social missteps.
December 1, 2015Make it memorable and personal
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains why gifts tied to personal, positive and memorable experiences have the greatest resonance with clients.
The effectiveness of client appreciation gifts is rarely commensurate with cost. What is important is that the gift be personal and unique and resonate with your client emotionally
It’s the personal touch — not the price — that counts
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
Investment Executive's brand-new survey of independent insurance advisors unveils their challenges plus key industry trends
The cease-trade order on all 11 ETFs from Emerge Canada Inc. represented the first time such an order had been placed on a family of…
