New and Creative Ideas for Holiday Gifts

Beverly FlaxingtonBeverly Flaxington is a practice management consultant. She answers questions from advisors facing human resource issues. To submit yours, email us here.

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Dear Bev,

I’m sure you get asked this a lot at holiday times, but what are some of the more unique gifts or events advisors are doing for clients? We have always sent a lovely box of homemade (from a local vendor) cookies to our clients. Last year some complained they were away over the holidays, and by the time they returned home, the cookies were ruined. We had a very large client say he was “insulted” we would give him cookies when he pays us upwards of $40,000 a year to manage his portfolios.

What are others doing we could learn from?