Show prospects all the services you provide. Enter details below to download the graphic.
Another tweet thread that needed to be saved from being buried. Financial Advisors, as you consider what to do for Holidays for gifts for your clients, check out this Tweeter thread for ideas.
Below, just highlighted a few that looked interesting.
Fellow advisors - what's the best client Christmas present you have sent out? (except @behaviorgap's calendar!)— Georgie Loxton, CFA (@GeorgieLoxton) November 8, 2019
More expensive than the calendar, but have you seen the small framed Gratitude print we just released?— Carl Richards 💡 (@behaviorgap) November 9, 2019
College sweatshirts to their grandchildren of their alma mater...don’t know how that plays in the Bahamas though 🤷🏼♂️— Brandon Moss (@brandonlmoss) November 8, 2019
'A Christmas Carol' by Charles Dickens or 'The Greatest Gift' (the short story on which It's a Wonderful Life is based). Both short festive books with money and the meaning of life at the core. I had many thanks those years. pic.twitter.com/bQkrV6cTZc— Alex Riley (@AlexandreRiley) November 8, 2019
https://t.co/AqzAfcMkH8— Michael Radcliff, CFP Ⓡ (@mikeradcliff) November 8, 2019
These. First gifts clients have ever asked to have run back. Also a VERY small business, so there is that.
If you have other ideas, please share and we can post here.