Read it, feel inspired and find out how advisors are putting it into action.
WOW IDEAS FOR THE NEW YEAR
The start of a new year provides us an opportunity to hit the reset button. Find ways to support your top clients’ resolutions e.g. deliver a pedometer to someone starting a new exercise program or send a healthy recipes cookbook to your client starting a new diet.
Perhaps your client needs some help planning for success throughout the year…. consider the 2016 planner from Innerguide. Going beyond a traditional planner, this one offers planning tools and exercises to help clarify personal and professional goals and lay a strong foundation for a meaningful year.
Tax Relief Kit - Help relieve the stress that the tax season brings to your CPA contacts and brighten their day by sending a ”Tax Season Survival Kit” to their offices. The kit can contain a variety of relief related items such as aspirin, snacks, candy, coffee, cookies, stress relief teas, micro-wave popcorn, eye relief aids, and a host of other considerate ideas. Presented in a custom gift basket with a thoughtful note, it will be sure to be an appreciated and remembered gesture.