Your clients have enough chocolate.
They don’t need pens.
Happy Birthday cards end up in the trash.
Your gift strategy should get you what you truly want: grateful clients and more referrals.
G&N Insurance implemented a gift-giving strategy in 2014 that helped them propel to the most referred insurance agency in New England.
Join the next FPA New England Zoom Call on January 26th at 12pm to learn how to start a gift giving strategy that will differentiate you from the other advisors.