Unique ways to show clients your appreciation

Clients want to know you care about their needs beyond the growth of their portfolio. While a gift card to a coffee shop may be appreciated, it doesn't require a lot of thought. Krueger shares how taking the time to offer your clients unique gifts can make a deeper connection to the families you serve. From having logoed truffles made by a local chocolatier to offering personalized totes to clients who send referrals, clients should feel the level of thoughtfulness while being serviced.