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, ...
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