Client Gifts for Maximum Impact

Our data is clear on the power of relationship-building. When you humanize the advisor/client relationship, you tend to deepen loyalty and improve advocacy. We’ve talked a lot about activities like taking clients to lunch, hosting fun events, and other ways to get to know each other outside of investments. 

One of the simplest ways to give a relationship a “boost” is through a small, thoughtful gift. It shows that you know them and that you care. Nearly every advisor does this, but some do it waaaay better than others. In this article, we’ll share some best practices for improving gift-giving within your practice.

Read the rest of this article by Stephen Boswell and Kevin Nichols