Client Communications Client gifts: The good, the bad and the memorable
A multi-part series to help advisors choose gifts for clients, while avoiding social missteps.
In this Special Feature
What not to give your clients this holiday season
Client Communications - December 02, 2015 at 16:30
Make it memorable and personal
Client Communications - December 01, 2015 at 12:10
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
Building Your Business - November 27, 2015 at 00:00
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. See also: <a href="http://www.investmentexecutive.com/-/it-s-the-impact-that-counts" target="_blank">It’s the impact that counts</a>.
- November 30, 2015 at 06:00
Client gift ideas for the holidays and throughout the year
Client Communications - November 21, 2014 at 09:50
Many advisors show their appreciation with gift certificates, but personalized presents can help you stand out
Client Communications - November 20, 2014 at 15:45
From charging stations to chocolate, Adam Kafka, owner of Universal Links in Toronto, and an expert in corporate gifting, presents this year’s best gifts to show appreciation to your clients.
Client Communications - November 20, 2014 at 12:35
It’s the personal touch — not the price — that counts
Client Communications - September 10, 2014 at 11:00 Stay tuned
This feature will become available on October 24th