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Receiving a new client referral has substantial value for a financial advisor—here are some ideas for providing thank-you gifts that are appropriate, personal, and scientifically proven to make people happier!
This science lesson applies not only to personal gifts—and you may have one or more of those still to pick up—but also to the gifts and events you provide your clients and prospects.
Giving clients small gifts at key life moments certainly keeps you top-of-mind, but more importantly, it demonstrates your relationship with them goes beyond dollars and cents.
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