What's on Your Plan Sponsor Gift List
With all of the chaos surrounding the holidays, it can be hard to find our loved ones a gift they'll truly love. Fruit cakes, stress balls, and gift cards may seem like a good idea at first, but in the world of financial advisory it's the gifts of service throughout the year that truly matter. In order to ultimately strengthen relationships and pave the way for more successful financial outcomes, we will discuss ways in which advisors can go beyond the seasonal offerings and provide value to their clients.