I send my client gifts in November each year, as November is a month of gratitude and thanksgiving. I hope these gifts reflect my gratitude for their partnership. - Jennifer Durbin Tuffy ...

To help inspire you, this article will provide some Thanksgiving gift ideas for employees. Whether you are looking for something practical, fun, or sentimental, there is sure to be something on ...

Financial advisers are skilled at many things, but from time to time, they may need some help with gifts and acknowledgments for clients. With the holiday season — the chance to truly delight ...

Thanksgiving is the new Christmas for financial advisers seeking to stand out among clients loaded down with goodies during the increasingly competitive holiday gift-giving season.

If a client is spending $10,000 a month with your company, gifting a $10 pair of socks might come across as cheap. On the other hand, a $500 gift could come across as lavish or excessive ...

It's always good to show up with something in hand—wine or a side dish are always appreciated, but these gifts are a nice touch.

5 great Thanksgiving hostess gifts (because good guests never show up empty handed ... a technology consultant, used to make chocolates for his tech clients every Christmas before he got into ...

20 Thoughtful Thanksgiving Host Gifts. They are hosting a feast so we should all express gratitude accordingly. By Lauren Hubbard and Sophie Dweck Published: Nov 6, 2024. Save Article.

“Almost one quarter of our clients are year-round business clients; we give out appreciation gifts at the end of the year to the top 50 to 75 clients, measured by their sales for the prior 10 months,” ...