There’s no better time than the holidays to surprise a client with the perfect present. To help you spread some seasonal ...

This list includes some of my favorite birthday gifts for clients. Small businesses need to be careful about every expenditure. A lot of businesses use the holiday season to send Christmas gifts ...

T he holiday season has traditionally been a good opportunity for financial advisors to express gratitude to their ...

Sending your client a gift is more than just a way ... If you’re sending a small number of gifts, incorporate elements that reflect your recipient's interests, preferences or values.

Food and family gifts. Many advisors like to give impressive gifts, especially if they work with clients who like brand names and high quality. They may choose wine or spirits, technology (such as ...