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Keyword: Gifts

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beautiful sparklers in hands on black background

The holiday season is a good time to express gratitude to your clients. Here are some tips to help ensure your event - or gift - resonates throughout the year

Judge gavel, scales of justice and law books in court

Setting up a trust or buying an insurance policy could offer protection for clients' families without putting assets at risk

Gifting money not only helps children or grandchildren get established, it also offers significant opportunities for tax and estate planning

A museum pass may be appreciated, but that simple scented candle just might do the trick

Give them something that strikes an emotional chord

When you achieve a certain level of trust, clients become more willing to tell you what’s going on in their lives

A bank’s campaign demonstrates the importance of knowing your clients

Treadmill desks get you strolling as you answer emails and take phone calls

Replace your laptop and tablet with one handy device

HUD devices project vital information onto your windshield