Xmas presents for clients

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Nov 15, 2008 2:45 pm

Curious to know how many clients everybody sends stuff to.  Top 10, 20?  Does everybody get at least a little something, with the better relationships garnering the better loot?  I’ve been pretty 'cross the board with my top 100 or so.  Just curious.

Nov 15, 2008 9:24 pm
2wheeledbeemer:

Curious to know how many clients everybody sends stuff to. Top 10, 20? Does everybody get at least a little something, with the better relationships garnering the better loot? I’ve been pretty 'cross the board with my top 100 or so. Just curious.



My team sends every client a group photo holiday card....the top households receice a gift basket, plant or chocolates. We also send something to clients, no matr what their aum are, something just because of the relationship. No real approach for some clients. We feel it is relationship oriented....good luck!!
Dec 3, 2008 2:57 am

I’m going to get this for a couple of my gun enthusiast clients:  http://shop.history.com/detail.php?p=69720

  I watched it on TV the other night and it was VERY cool.  Basically sharp shooters try to redo legendary old western shots from Buffalo Bill, Wild Bill, and others.  There is an assortment of handguns, rifles, and shotguns. 
Feb 26, 2009 12:45 pm
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that's all?? the presents only for Christmas? Why not to keep the tradition for the other holidays as well?? ok not to 100 or more but try to send at least to some top 10 or 20 on other holidays as well

Feb 27, 2009 2:46 am

I make donations to charitie that are meaingful to them, in their names and the company matches.

Kicking and Taking
Apr 7, 2009 11:09 pm

My Assistant and I send out a Christmas Card and we make a donation to a different charity each year on their behalf. Salvation Army Christmas Appeal , The Food Bank , Snow Suit Fund etc. and to be honest the clients appreciate that we give back to the community. That means Good Year or Bad Year.

Apr 10, 2009 3:34 am

gezz man  stfu

u sound like homos i make people money  they pay me.   im not bing mf crosby   "oh yes,  just peachy..the wonderful frosty the snowman xmas settings"   stfu  girly men.
Jun 16, 2009 4:00 pm

100 does seem high.

Hold a coloring contest for the clients kids, and create a annual calendar of their artwork and send it to your entire book.  Anyone with their grandbaby or kid in it will never leave you.  I’ve seen advisers who do this for their holiday cards as well.

If not, test your previous prospecting.  You do know their favorite charity don’t you??!?  Make a donation in their names. 

Jun 16, 2009 5:20 pm
Waywrd1:

100 does seem high.

Hold a coloring contest for the clients kids, and create a annual calendar of their artwork and send it to your entire book.  Anyone with their grandbaby or kid in it will never leave you.  I’ve seen advisers who do this for their holiday cards as well.

  I was just thinking of doing this for birthday cards...but a calendar wouldn't be a bad idea.  Definitely cheaper than the peppermint bark that went out last year.
Sep 13, 2012 6:55 am

Lebkuchen are Traditional In in german Christmas Biscuits and my children love to beautify these with white frosting and silver paintballs.http://www.christmasrecipesnow.com/ Christmas appetizer recipes

Sep 13, 2012 7:02 pm

I sent out local things each year. Local chocolate, spices cards, stuff like that.

About three years ago I made a donation to a charity and sent a simple card telling clients I made a donation in the name of my clients to XXXXX.

I have received more kudo’s for that move than anything else. Its a tradition I carry out today.