Oct 24 2024 28 mins
Trying to streamline your current gift-giving process? Or discover fresh ideas to enhance your client relationships? Join guest host Kirsten Schlumbohm, VP of Annuity Sales at C2P, along with marketing specialists, Colleen Mansmith from Hammer Financial Group, and Suzanne Scheiman from JL Smith Holistic Wealth Management, as they share proven strategies for impactful client gift-giving. Learn how to leverage technology, personalization, and local partnerships to create memorable client experiences while staying compliant. Discover how thoughtful gift-giving can strengthen client loyalty, generate referrals, and differentiate your practice in today's competitive landscape.
Resources:
- CRM Systems Referenced: Redtail, Levitate
- Gift Services Referenced: Snappy Gifts, Cheryl's Cookies, Amazon Business
- Communication Tools Referenced: BombBomb, ChatGPT