Client Gift Guide provides gift ideas for “moments of truth”

We’ve long said that you should make an lasting impression on your clients. In this world of virtual communication, sometimes only a high quality, tangible gift is the best way to make that impression. Significant life moments for clients, or moments of truth as we call them, are perfect opportunities to connect with a client and make a lasting impression. To assist you, the busy financial advisor, we’ve carefully researched and assembled items to make our new Client Gift Guide.