With the holidays right around the corner, what are some thoughtful, meaningful gifts you can give to your clients? Your clients have lived fascinating lives--running businesses, leading in the community, enjoying their children and grandchildren through the years. As a financial planner, you are concerned about your clients financial legacy and their family legacy too. Here are 4 gift ideas to consider:
1) Memory Gift Box
2) Memory Journal
3) Life Story Journal
4) LifeBio.com Membership
1) Memory Gift Box
2) Memory Journal
3) Life Story Journal
4) LifeBio.com Membership
Comments