Opinions expressed by Entrepreneur contributors are their own. The holidays are a great time to connect with clients and show your appreciation for their business. That said, I have learned through ...

Our data is clear on the power of relationship building. When you humanize the advisor/client relationship, you tend to deepen loyalty and improve advocacy. We’ve talked a lot about activities like ...

My daughters still haven't decided on their Halloween costumes yet, but holiday shopping season will be here before you know it. When it comes to client gifts, we're all scratching our heads trying to ...

The financial advisory industry has rigorous rules that apply specifically to the acceptance of gifts from clients. These regulations help uphold a transparent and ethical financial advisor-client ...

With the holidays approaching, I've received many questions about holiday gift giving for clients. I'm devoting this column to answering those questions. If you can't afford to give gifts to all your ...

The holidays are a great time to show the people in your life you care. After another year of working closely with clients, it's an opportune time for advisors to send them a little something to show ...

In this article, we will discuss the top 20 luxury corporate gifts for clients. You can skip our detailed discussion and see the top 5 Luxury Corporate Gifts for Clients. Emerging businesses are ...

It’s almost Christmas, but there’s still time for a creative company to share some cheer and promote the business at the same time. The holidays can be a strategic advantage for marketing yourself or ...

The holidays are a great time to connect with clients and show your appreciation for their business. That said, I have learned through the years that giving gifts to clients can end in disaster if you ...