My daughters still haven't decided on their Halloween costumes yet, but holiday shopping season will be here before you know it. When it comes to client gifts, we're all scratching our heads trying to ...

The holidays are a great time to connect with clients and show your appreciation for their business. That said, I have learned through the years that giving gifts to clients can end in disaster if you ...

Opinions expressed by Entrepreneur contributors are their own. The holidays provide an opportunity for entrepreneurs to reinforce their relationships with important clients. A small token of ...

The right gift can elevate a relationship, but it's a decision that balances cost with the ability to deliver and meet client expectations. It can subconsciously demonstrate the advisor's money acumen ...

I work for a small company of only eight people. Every December, we receive all kinds of gifts from vendors and clients—gift baskets, cookies, candy, wine, and so forth. These are usually accompanied ...

Your ability to choose gifts that resonate with your clients depends on the strength of your relationships. And because you and your clients frequently engage in discussions about their life goals, ...

Younger advisors are choosing gifts that connect with clients’ values and are sometimes opting for experiences over things.

Gratitude is the glue of all relationships. For advisors seeking to grow their assets, it can also be a gift that keeps on giving. But many advisors are focused on keeping their largest accounts happy ...

Gift-giving requires a winning combination of both client understanding and good taste. Whether it’s celebratory champagne, a swag-filled gift box or nothing at all, the art of giving a closing gift ...

‘Tis the time of year when financial advisors begin seeking the perfect client gift. The right gift can elevate a relationship, but it’s a decision that balances cost with the ability to deliver and ...