Consider Mark Zinder's Client Safe Contents Kit, a long-term gift, which will remind your clients who they can rely on everytime they use it.  Unlike cookies or a gift basket, the Client Safe Contents Kit lasts a lifetime.  Your card can be affixed to the file tote or safe as a continual reminder of your gift to them.

Combined, the cost of the kit and the safe (sold separately) is well within the $100 maximum to which many advisors must adhere.

Coming off the worst recession of our lifetime, clients realize more than ever the need to get their house in order.  This practical gift, an essential part of comprehensive wealth management, will be well appreciated.

It will also give you an opportunity to do a year-end review with your client to make sure that all of their financial needs are being met. 

The gift of a Client Safe Contents Kit and a fire-proof safe or locking file tote will differentiate you from the competition. This holiday season, show your clients that you really care. Offer them something they can appreciate:  a relationship with you. 
 
We have now developed an easy, ready-made solution to get everything you need to begin doing this now.  Please click here to see more about this gift.