{"id":50659,"date":"2023-10-05T12:00:31","date_gmt":"2023-10-05T19:00:31","guid":{"rendered":"https:\/\/insights.fmgsuite.com\/?p=50659"},"modified":"2023-10-19T11:16:53","modified_gmt":"2023-10-19T18:16:53","slug":"client-gift-ideas-financial-advisors-holidays","status":"publish","type":"post","link":"https:\/\/7e78e84f-a80e-4b05-ba90-7dd3f9d29edc.express.conves.io\/client-gift-ideas-financial-advisors-holidays\/","title":{"rendered":"15 Client Gift Ideas for This Holiday Season"},"content":{"rendered":"

It\u2019s hard to believe that the holidays are right around the corner. It\u2019s an exciting but busy time of year, and in addition to getting gifts for friends and family, it\u2019s important to think about what you are going to get your clients. \u00a0So, what are some great client gift ideas to thank them for the great year that you have had?<\/p>\n

Each year, we go to LinkedIn to discover some of the best client gift ideas advisors have come up with. Below are some of our favorites.<\/p>\n

15 Client Gift Ideas Financial Advisors Can Use This Holiday Season<\/h2>\n

1. Customized Gift Package<\/h3>\n

Want to show that you’re really thinking about your clients this season? Sarin Barsoumian<\/a>, founder and financial advisor at SMB Financial Strategies<\/a>, thinks a customized gift is the best way to go.<\/p>\n

\"Sarin<\/p>\n

Clients love receiving packages made just for them, and Sarin believes that Olive and Cocoa, LLC<\/a> delivers a beautiful end product that your customers are sure to love.<\/p>\n

2. Serve as a Silver Santa for Nursing Homes<\/h3>\n

Ellen Chang<\/a>\u00a0has served as a Silver Santa<\/a>\u00a0for many years, and it\u2019s such a simple idea but one that can make a huge difference in the lives of senior citizens.<\/p>\n

\"EllenThe requests may seem simple, but they bring so much joy to these senior citizens who may not have a lot of these basic needs. Interested in getting involved with a Silver Santa program? Visit the Silver Santa page of the Better Living for Seniors Consortium<\/a> website to learn more.<\/p>\n

3. Animal Name and Raising Updates<\/h3>\n

Lawrence Sprung<\/a>, founder of and wealth advisor at Mitlin Financial<\/a>, thinks that there are better things than just physical gifts. His unique spin involves a fun take on naming any new animals in the company family. He suggests letting clients take a poll to see what their new furry friend’s name is.<\/p>\n

\"Lawrence<\/p>\n

Along with that, he also recommends including updates on the animal as it grows up to let clients know how their extended family furry friend is doing.<\/p>\n

4. Personalized Charcuterie Boards<\/h3>\n

Jan Taylor<\/a>, Client Executive at\u00a0Windle Wealth<\/a>,\u00a0had this amazing client gift idea; personalized charcuterie boards out of reclaimed wood. And what makes this even better is that they are locally made, and we are all about supporting local businesses.<\/p>\n

\"Jan<\/p>\n

So many people give and receive meats and cheeses this time of year, so having something to serve that on is a great idea. And if you like this idea,\u00a0follow this link here<\/a>\u00a0for lots of great charcuterie board options.<\/p>\n

5. Puzzles<\/h3>\n

How cool is this gift idea?\u00a0Sarin A. Barsoumian, CFP\u00ae, CRPC\u00ae<\/a>, Founder and Financial Advisor at\u00a0SMB Financial Strategies<\/a>, sent clients puzzles last year.<\/p>\n

\"Sarin<\/p>\n

Who doesn\u2019t like a puzzle to do either solo or with your family? If this is an idea that you liked, you can check out\u00a0this link to Olive & Cocoa<\/a>,\u00a0where they created a fun holiday package with a puzzle and other treats.<\/p>\n

6. Holiday Books<\/h3>\n

What\u2019s more heartwarming than reading some books that really capture the holiday spirit? We love this idea from\u00a0Ingrid Fure<\/a>, Marketing Manager at\u00a0Fure Financial Corporation<\/a>.<\/p>\n

\"Ingrid<\/a><\/p>\n

7. Spice Packages From Spiceology<\/h3>\n

When it comes to gifting, we are all about thinking outside the box, so this client gift idea from Amanda Singletary, MBA<\/a>, Marketing Manager at\u00a0Cary Estate Planning<\/a>, is excellent. Spiceology<\/a>\u00a0is a spice company based out of Spokane, Washington. The idea of a Thanksgiving gifting campaign is great, as this gets clients in the holiday spirit early!<\/p>\n

\"Amanda<\/p>\n

If this sounds like an idea that you might like, you can\u00a0find out all about their offerings here<\/a>. And as Amanda put it, SEASONINGS GREETINGS!<\/p>\n

8. Portable Wood Game Table<\/h3>\n

Hugh Meyer<\/a>, Director of\u00a0Highline Wealth Partners<\/a>, had a really original idea for his holiday gifts. There\u2019s nothing like games to bring friends and family together, especially during the colder winter months.<\/p>\n

\"Hugh<\/p>\n

9. Thanksgiving Card Drawing Contest<\/h3>\n

Talk about getting creative! We received this client gift idea from Carma Hall during one of Samantha\u2019s Digital Marketing Live Office Hours, and it\u2019s such a great idea. Rather than sending out a Christmas card, their company sends out a Thanksgiving card. They had card drawing content for young artists, and the winner\u2019s drawing would be at the front of the card. What a great idea!<\/p>\n

\"Carma<\/p>\n

10. Charitable Gifts<\/h3>\n

We love this one from\u00a0John Barrios, CFP\u00ae<\/a>, owner of\u00a0Barrios Financial Services<\/a>,\u00a0as it\u2019s truly all about the season of giving.\u00a0St. Jude\u2019s Children\u2019s Research<\/a> is an awesome charity, adding even more great client gift ideas!<\/p>\n

\"John<\/p>\n

We love this idea, as it\u2019s always great to give back to others, but this becomes especially true during the holiday season. This\u00a0charity navigator<\/a> can allow you to easily type in charities that you are interested in donating to get more details, locations, and any other facts that you may want to know before donating.<\/p>\n

11. Local Ice Cream Treats<\/h3>\n

Ice cream is always a good choice!\u00a0Larry Sprung, CFP\u00ae<\/a>\u00a0of\u00a0Mitlin Financial<\/a>,\u00a0supports a local business by ordering these treats every year. Supporting smaller, local businesses is even more important, especially this year since small businesses suffered more throughout the pandemic. He also sends them the week of Thanksgiving, so there is plenty of time for them to arrive.<\/p>\n

\"Larry<\/p>\n

12. Soy Candles<\/h3>\n

Candles are a great gift, as not only do they smell great, but they definitely offer that holiday ambiance. Melisa Joy, CFP\u00ae<\/a>\u00a0of\u00a0Pearl Planning<\/a>.\u00a0 The candles from the company pictured below were actually started by a girl in high school for her DECA (Distributive Education Clubs of America) project.<\/p>\n

\"Melissa<\/p>\n

Like this idea? Check out the Etsy page,\u00a0Ava\u2019s Illuminations<\/a>, along with other cool candle ideas, right here.<\/p>\n

13. Godiva Chocolate<\/h3>\n

You really can\u2019t go wrong with\u00a0Godiva Chocolate<\/a>, so we are sure that\u00a0Todd Gourno\u2019s<\/a> clients will really appreciate this as one of your client gift ideas.?<\/p>\n

\"Todd<\/p>\n

If you want to send chocolates to your clients, then\u00a0this link<\/a>\u00a0has some delicious options.<\/p>\n

14. Personalized Gifts from Things Remembered<\/h3>\n

Jeff Levine, CPA\/PFS, CFP\u00ae<\/a>\u00a0of\u00a0BluePrint Wealth Alliance<\/a>,\u00a0has done a lot of gifts from\u00a0Things Remembered<\/a>\u00a0to make it customized with a client\u2019s family name.<\/p>\n

\"JeffThey said the feedback was very positive from clients when they got a picture frame, so that\u2019s something to keep in mind. It\u2019s important not to include a company logo, as Jeff mentions in the tweet, as this is not the time to market, but celebrate the holidays and thank your clients for a great year.<\/p>\n

Want to know about personalization at Things Remembered? Useful information can be found\u00a0here<\/a>.<\/p>\n

15. Different Types of Champagne Each Year<\/h3>\n

Champagne is always a fun idea, and it\u2019s a drink that really gets people in the holiday and celebratory spirit. Jorge A. Romero, CFP\u00ae<\/a>, Senior Wealth Advisor at\u00a0Carson Wealth<\/a>,\u00a0likes to send champagne to his clients every year, and this year it is\u00a0Veuve Clicquot<\/a>.<\/p>\n

\"JorgeWhat we really love about this idea is the different package casing. Since most of these clients are engineers, the pencil theme is a cute idea and makes the gift much more personal.<\/p>\n

Veuve Clicquot never fails to impress, especially with the fun packaging for the 2019 collection. If you would like to see more of their products, you can find them on their\u00a0website<\/a>! This gift would be sure to impress your clients!<\/p>\n

\n

Surprise and Delight with Printed Greeting Cards<\/span><\/h2>\n

In today\u2019s digital world, take the time to surprise and delight with a handwritten note.<\/p>\n

Click here<\/a> to learn more.<\/p>\n

\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

It\u2019s hard to believe that the holidays are right around the corner. It\u2019s an exciting but busy time of year, […]<\/p>\n","protected":false},"author":29,"featured_media":50705,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","om_disable_all_campaigns":false,"inline_featured_image":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[286],"tags":[247,43,216,113,275],"class_list":["post-50659","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-multimedia","tag-client-communication","tag-client-events","tag-gift-ideas","tag-marketing","tag-swag-ideas"],"yoast_head":"\n15 Client Gift Ideas for This Holiday Season | FMG<\/title>\n<meta name=\"description\" content=\"Looking for gifts to give your clients this holiday season? 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