Client appreciation is key to deepening relationships
Consider an organized strategy and, at the very least, send a card
Many advisors show their appreciation with gift certificates, but personalized presents can help you stand out
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.
It’s the personal touch — not the price — that counts
Sylvia Garibaldi, founder of SG and Associates, discusses the role that gifts have in showing your clients you value their business. Garibaldi discusses the finer points of timing, occasions and how to ensure gifts enhance communication with clients. Garibaldi spoke to Tessie Sanci, Investment Executive at the TMX Broadcast Centre in Toronto.
Learn details of clients’ lives to get inspiration for gifts that will be enjoyed
Consider giving gifts at different times of year to ensure the gesture doesn’t get lost during the holiday season rush
A meaningful gift can leave a lasting impression and remind clients of you year-round
Yes, if you avoid the “minefield”