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  1. Clare O'Hara
    Client gift ideas for the holidays and throughout the year
  2. Clare O'Hara
    Many advisors show their appreciation with gift certificates, but personalized presents can help you stand out
  3. 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.
  4. Fiona Collie
    The signals you give can move a prospect from viewing you with indifference to trust
  5. Tessie Sanci
    The way you talk about your practice is your most important marketing tool
  6. Clare O'Hara
    Consider organizing a philanthropic activity or an intimate concert to engage with your top clients
  7. Clare O'Hara
    A client appreciation event, customized to your client base, can show clients how much you value their business
  8. Special Feature

    Gestures of gratitude

    Clare O'Hara
    A web-exclusive series on client appreciation
  9. Tessie Sanci
    Four ways to demonstrate your value to clients
  10. Tessie Sanci
    Give them the tools to make a good choice