Popcorn, pie and cocoa: Advisors weigh in on holiday gift giving
Some wealth managers simply don't see a holiday card to clients as being sufficient to show their appreciation. They want to give something more.
'Tis the season to thank clients for their business, and that means financial advisors must decide on that perfect gift — should they choose to give one at all.
Perhaps it’s because they're generous souls, or maybe it’s due to a slight pang of guilt because their investment selections faile
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