Whether you’re celebrating a recent achievement or sending holiday wishes, meaningful gestures can help strengthen your relationship with clients. Gifts don’t need to break the bank, but they should be thoughtful and something that will leave a lasting impression.    

In this episode, I outline various types of gifts your clients will love and that will make them want to work with you for years to come.   

In this episode, you’ll also hear: 

• Tips for welcome packages and milestone gifts  


• Customer appreciation and seasonal gifts   


• Tailoring gifts to client interests and wellbeing   

Must-listen moments:  

[00:01:22 ] We love to celebrate our clients when our clients hit a particular milestone that we know that they've been going for. 

[00:01:51 ]  Always make sure it includes their logo because there's nothing like looking at your own company's logo on something that's given to you. 

[00:05:48 ]  Remember, it's not about the monetary value of the gift, but it's really about the sentiment and the effort you've put behind it.  

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Reach out to Alisa: Alisa@firststepsfinancial.com 

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