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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 MORETop 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.
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