Call 937-303-4576 or 1-866-LIFEBIO

CATEGORIES

RECENT POSTS

6 Ways to Help Older Adults

6 Ways to Help Older Adults January 24, 2024

LifeBio impacts wellness and helps people create a lasting LEGACY

LifeBio impacts wellness and helps people create a lasting LEGACY January 10, 2024

LifeBioBRAIN Overview - Cognitive Screening Prototype for Alzheimer's or Other Forms of Dementia

LifeBioBRAIN Overview - Cognitive Screening Prototype for Alzheimer's or Other Forms of Dementia September 27, 2023

There was No One Else Like Richard

There was No One Else Like Richard July 02, 2023

TAGS

Financial Advisor Client Gifts for under $20

Financial Advisor Client Gifts for under $20

Posted On: 12 September, 2011

Because you care about helping people create a financial legacy, you can also help them with a family legacy too. Capturing life stories is a need that many older people have, and as a financial planner you can provide a client gift that keeps on giving. Here are a few great holiday gift ideas to capture a legacy:

READ MORE
Top 3 client gifts for 2011, thoughtful gifts from financial advisors to their clients

Top 3 client gifts for 2011, thoughtful gifts from financial advisors to their clients

Posted On: 14 October, 2010

With the holidays right around the corner, what are some thoughtful, meaningful gifts you can give to your clients? Whether you are a financial planner, estate attorney, or insurance salesperson, you are seeking the best gifts to give to clients. Your clients have lived fascinating lives--running businesses, leading in the community, enjoying their children and grandchildren through the years. As an advisor to your clients, you are concerned about your clients financial legacy and their family legacy too.

READ MORE