Roughly 21% of financial advisors responded “Other,” completing a free response on what they plan to give clients. Interestingly, those responses show that many financial advisors plan on sending customized or personalized gifts to their clients, perhaps building even stronger relationships. Some of the responses include personalized calendars, monogrammed blankets and various other custom items.
The Link LonkDecember 18, 2020 at 08:52AM
https://www.kake.com/story/43076549/what-holiday-gifts-do-financial-advisors-send-to-clients-2020-study
What Holiday Gifts Do Financial Advisors Send to Clients? – 2020 Study - KAKE
https://news.google.com/search?q=Send&hl=en-US&gl=US&ceid=US:en
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