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Rule 1: Represent your industry. Let their dentist get them the gift card to ColdStone. You represent Wall Street. Hold on to stock market related gifts. The trick here is to make them personal. We'll get to that in a minute.
Rule 2 : Buy timeless value. All advisors must adhere to the FINRA $ 100 gift limit. Many advisors are also limited by internal constraints that they have of their fixed and of course budget constraints. The trick here is to get the best value for your money. So how do you do this? Buy timeless classics and buy them in bulk. For example, buy a classic Wall Street Bull and Bear statue. They will never go out of style and they can be used as gifts for almost any occasion. Buy enough for a couple of years, then you can easily shave over 20% of your cost.
Tip: Be sure to keep track of what you sent each client. The last thing you want to do is give them the same gift twice. You can easily do this in the typical CRM system or even MS Outlook.
Rule 3: Brand it. You just gave one of your customers a fantastic gift that & # 39; s sits at his / her desk and gets supplemented regularly. One year from now, they can't remember who gave it to him. This is a simple fix; Most Wall Street gifts can be customized with logos, company logos and personalized messages to your client.
Tip: Buy a bunch of engraved plates with your logo on. The engraver can put an adhesive back on the plate that allows you to attach it to anything. This allows you to notice almost anything.
Rule 4: Adjust whenever possible. For advisors who have hundreds if not thousands of clients, this can be difficult. It usually takes time and thought. Usually we have a small handful of our best customers that we can add to this category. Here's an example: Think of their first stock, favorite company or the big stock pick that made them a little cash. You can probably get an antique share certificate from the company framed for them. This becomes a very personal gift that they & # 39; ll hang in his home for many years to come. Vintage Wall Street memorabilia is perfect for this kind of gift.
Rule 5: Don't forget the birthdays. Giving gifts is common. But what is one day a year that is just about your client? It's their birthday. It is also the cheapest gift to give. Keep it simple with a Wall Street greeting card. You can get these reprinted with a message from you as well as your company logo. This is a great way for you to reach customers throughout the year.
Tip: Set your calendar or your CRM to remind you of all birthdays. Keep a variety of Wall Street birthday cards handy so you can customize it a little.