One of the easiest ways to drive affluent buzz is to deliver small-personalized gifts to your best clients – we commonly refer to this as Surprise and Delight.  Most advisors do it from time to time.  But the best advisors get more “bang for their buck” by selecting the right types of gifts and working this process systematically throughout the year.   They get more “buzz” because they select gifts that are long-lasting, get high-exposure, ... Freemium Content

"Stop Wasting Money on Gifts That Don’t Generate Affluent Buzz" is FREE to access as a registered user on

Why Register for It's simple and free, and here is what you get:

  • Reuters' dedicated Wealth Management news coverage, every single day.
  • Interactive rankings of brokers and independent advisors.
  • Access to our lively users’ forums to get inside info from fellow advisors.
  • Insights from our proprietary research on topics like social media and practice management.
  • Unlimited access to the Value My Practice profile tool.

Already registered? here.