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  1. JoAnne Sommers
    Consider an organized strategy and, at the very least, send a card
  2. JoAnne Sommers
    The key is to strike the right tone and don’t be promotional
  3. Special Feature

    Celebrating the season

    IE Staff
    A four-part series on holiday parties for advisors
  4. Tessie Sanci
    The most common frustration is relatively easy to fix
  5. Clare O'Hara
    Client gift ideas for the holidays and throughout the year
  6. Clare O'Hara
    Many advisors show their appreciation with gift certificates, but personalized presents can help you stand out
  7. Clare O'Hara
    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.
  8. Fiona Collie
    The signals you give can move a prospect from viewing you with indifference to trust
  9. Tessie Sanci
    The way you talk about your practice is your most important marketing tool
  10. Clare O'Hara
    Consider organizing a philanthropic activity or an intimate concert to engage with your top clients