Creative Holiday Gift Ideas

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With the holiday season just around the corner, it's a good time for financial advisors to think about holiday gift giving. Financial advising is a relationship business, and while it may seem like a small gesture, giving gifts during the holidays is a great way to show appreciation and strengthen connections, like centers of influence (COIs). It keeps you top-of-mind with clients and other people who help your business thrive, reminding them that you care.

But with so many people to buy for, it can be tough to know who should be on your list. Gifts for clients are a time-honored way of expressing gratitude for their business. Referral sources and COIs send new business your way, so thanking them with a gift strengthens your relationships. And don't forget the people who help make your business run smoothly. A small gift or bonus for administrative staff, financial analysts, and other team members is an appropriate way to say "thank you" for all their hard work. Consider giving holiday gifts to strong prospects.

Here are a few ideas to find the perfect gift to show you care.

Food and drinks to celebrate the season

People love to indulge in their favorite treats during the holiday season, which makes giving food and drinks an easy gift idea. A popular option is local restaurant gift cards. This allows clients to choose a dining experience that suits their taste and supports local businesses. It doesn't have to be a fancy restaurant; family-friendly takeout can be a welcomed gift of convenience for busy professionals, parents, and grandparents.

Gourmet food gift baskets are another popular idea and can work well for clients or COIs that live outside your area. Companies such as Harry & David or Sugarwish offer a variety of gourmet food gifts that are perfect for the holidays. You can find a selection of dishes, sweets, and cheeses sure to impress your clients and show them how much you appreciate their business.