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Keyword: Gifts

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Treadmill desks get you strolling as you answer emails and take phone calls

Replace your laptop and tablet with one handy device

HUD devices project vital information onto your windshield

Whether it’s an Apple Watch or an Android Wear device, there are various options for you to choose from

Make it memorable and personal

  • By: Leah Golob
  • December 1, 2015 November 17, 2019
  • 12:11
A small gift with lasting impact

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains why gifts tied to personal, positive and memorable experiences have the greatest resonance with clients.

The effectiveness of client appreciation gifts is rarely commensurate with cost. What is important is that the gift be personal and unique and resonate with your client emotionally

Client appreciation is key to deepening relationships

  • By: Leah Golob
  • March 27, 2015 November 17, 2019
  • 10:00

Consider an organized strategy and, at the very least, send a card

Many advisors show their appreciation with gift certificates, but personalized presents can help you stand out