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November 22, 2022 at 02:12 PM
Gift giving is an integral part of the holiday season. As a successful advisor you have a long shopping list for friends, family and clients. What do you give the person who has everything? Any “irrational exuberance” or generosity you feel will be constrained by your compliance department when it comes to client gifts. The threshold is often $100.
Let us look at 10 ideas that don’t cost a lot, but are distinctive and memorable. Impressing your HNW and UHNW friends doesn’t mean you need to give expensive gifts. Just put thought into matching the gift to their priorities and lifestyle.
Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services industry. His book, “Captivating the Wealthy Investor,” is available on Amazon.
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