Home In Depth Special Reports Client gifts: The good, the bad and the memorable

Client gifts: The good, the bad and the memorable

A multi-part series to help advisors choose gifts for clients, while avoiding social missteps.

December 1, 2015

Holiday gifts that resonate with clients

Make it memorable and personal

  • December 1, 2015 January 23, 2018
  • 12:11

A small gift with lasting impact

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.

  • November 30, 2015 December 19, 2017
  • 06:00

It’s the impact that counts

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

  • November 27, 2015 November 27, 2015
  • 00:00

Wow your clients with the perfect gift

It’s the personal touch — not the price — that counts

  • September 10, 2014 September 10, 2014
  • 10:00