Posts Tagged ‘financial advisor’

Holiday Cards

October 12, 2016

Holiday Card

Holiday cards are likely on your to-do list for the coming months. You probably make several connections with your clients through the year, but next to sending them a birthday card, this is the big one. As such, remember that sending a holiday card is always a personal gesture, one done out of kindness and in good spirits. So get involved and make it a reflection of you and the relationship that you have with your clients and business connections.

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Boundaries with Clients

August 3, 2016

Bride And Groom Celebrating With Guests At Reception

If you’re holding client appreciation events, it goes without saying that you’ll be inviting your clients. But how often should you invite clients to your own personal events? And how often should you accept invitations to their events? Are weddings, birthdays, and holiday gatherings an appropriate place to celebrate alongside your clients? You want to distinguish your time from client time. Chances are that many of your clients may feel awkward or out of place at an event you are sharing with your family and loved ones. The same goes for you attending their event.

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