Fri, 2013-11-22 15:16
It's that time of year when the gift-giving begins. And as many advisors feel their clients are an extention of their family, many send small gifts or take them on fun activities to say thanks for another great year.
What are some of the best gifts or experiences you've provided clients over the years? Do you have a special holiday tradition at your firm? Have you ever made clients laugh or even cry from gifts given to them?