Popular gifts for clients this year
Personalized presents
Gifts that are uniquely meaningful to a particular client will always generate plenty of good will. Some advisers send personalized photo frames or scour for out-of-print books with a connection to particular clients. Anything that shows the adviser really knows the client — beyond just their financial details — will be spot on, said Mike Byrnes of Byrnes Consulting LLC. Ms. Castro of Financially Wise Women sends vegan cookies to clients who don't eat animal products.
Cost
$19 - $32
Where to buy
EngravablesPlus.com
Advertisement
