That gave him the idea to buy a rose for each of the several dozen widows he worked with and deliver them personally on February 14. It's a tradition that Rozman, president of Brookfield, Wisconsin-based Rozman Wealth Management, has kept up in the nearly two decades since - although his staff now helps with the deliveries."It's easily the most emotional client gift that we've come across," Rozman said. The effort wasn't meant to be a marketing tool, but Rozman says it built up good buzz about his firm, which has $200 million in assets under management.
Client appreciation gifts can take a lot of time to plan and don't always bring direct returns. But advisers who practice gift-giving say it's an important investment because it can deepen bonds with clients.The key to a good gift is customization.Use customer-relationship management software to keep a list of clients' hobbies and milestones. Following clients on social media can also spark ideas for personalized gifts.
Advisers and consultants recommend keeping the value of gifts to $100 or less to avoid getting in trouble with regulators over gifts that could exert outsized influence.David Carducci says good bye and thank you .Here are six gift-giving ideas - and corresponding situations - that advisers have found successful:If your client enjoys wine, send them a crystal wine glass for every referral they send your way.
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