Best gifts for clients this holiday season
Advisers should be reaching out to clients around the holidays with a gift or a handwritten note that conveys the message, “You are important to me, and I'm thinking about you,” practice management experts said.
Ideally, it's also an effort that's memorable enough that clients mention it to their children or friends the next time they call. Or, at least, it inspires the client to call their adviser to say thanks.