It’s hard to believe that the holidays are right around the corner. It’s an exciting but busy time of year, and in addition to getting gifts for friends and family, it’s important to think about what you are going to get your clients. So, what are some great gift ideas to thank them for the great year that you have had?
Each year, we go to LinkedIn to discover some of the best gifts advisors give their clients. Below are some of our favorites.
13 Great Gifts Financial Advisors Can Give Clients This Holiday Season
1. Hand Written Card
Katherine Turner, a financial advisor at FMG recommended a well-thought-out handwritten card to share this holiday season. Letting clients know that you care with a handcrafted gift that’s sure to brighten customers’ days and put a smile on their faces.
For inspiration for your handwritten cards, check our FMG’s greeting and holiday card collection.
2. Customized Gift Package
Want to show that you’re really thinking about your clients this season? Sarin Barsoumian, founder and financial advisor at SMB Financial Strategies thinks a customized gift is the best way to go.
Clients love receiving packages made just for them, and Sarin believes that Olive and Cocoa, LLC delivers a beautiful end product that your customers are sure to love.
3. Animal Name and Raising Updates
Lawrence Sprung, founder of and wealth advisor at Mitlin Financial thinks that there are better things than just physical gifts. His unique spin involves a fun take on naming any new animals in the company family. He suggests letting clients take a poll to see what their new furry friend’s name is.
Along with that, he also recommends including updates on the animal as it grows up to let clients know how their extended family furry friend is doing.
4. Personalized Charcuterie Boards
Jan Taylor, Client Executive at Windle Wealth had this amazing idea to send clients personalized charcuterie boards out of reclaimed wood. And what makes this even better is that they are locally made, and we are all about supporting local businesses.
So many people give and receive meats and cheeses this time of year, so having something to serve that on is a great idea. And if you like this idea, follow this link here for lots of great charcuterie board options.
5. Puzzles
How cool is this gift idea? Sarin A. Barsoumian, CFP®, CRPC®, Founder and Financial Advisor at SMB Financial Strategies sent clients puzzles last year.
Who doesn’t like a puzzle to do either solo or with your family? If this is an idea that you liked, you can check out this link to Olive & Cocoa where they created a fun holiday package with a puzzle and other treats.
6. Holiday Books
What’s more heartwarming than reading some books that really capture the holiday spirit? We love this idea from Ingrid Fure, Marketing Manager at Fure Financial Corporation.
7. Spice Packages From Spiceology
When it comes to gifting, we are all about thinking outside the box, so this idea from Amanda Singletary, MBA, Marketing Manager at Cary Estate Planning is so excellent. Spiceology is a spice company based out of Spokane, Washington. The idea of a Thanksgiving gifting campaign is great, as this gets clients in the holiday spirit early!
If this sounds like an idea that you might like, you can find out all about their offerings here. And as Amanda put it, SEASONINGS GREETINGS!
8. Portable Wood Game Table
Hugh Meyer, Director of Highline Wealth Partners had a really original idea for his holiday gifts. There’s nothing like games to bring friends and family together, especially during the colder winter months.
9. Thanksgiving Card Drawing Contest
Talk about getting creative! We receive this idea from Carma Hall in one of Samantha’s Digital Marketing Live Office Hours, and it’s such a great idea. Rather than sending out a Christmas card, their company sends out a Thanksgiving card. They had a card drawing content for young artists and the winner’s drawing will be at the front of the card. What a great idea!
10. Charitable Gifts
We love this one from John Barrios, CFP®, owner of Barrios Financial Services as it’s truly all about the season of giving. St. Jude’s Children’s Research is an awesome charity, so we think this is a great idea!
We love this idea, as it’s always great to give back to others, but this becomes especially true during the holiday season. This charity navigator can allow you to easily type in charities that you are interested in donating to get more details, location, and any other facts that you may want to know before donating.
11. Local Ice Cream Treats
Ice cream is always a good choice! Larry Sprung, CFP® of Mitlin Financial supports a local business by ordering these treats every year. Supporting smaller, local businesses is even more important, especially this year since small businesses suffered more throughout the pandemic. He also sends them the week of Thanksgiving, so there is plenty of time for them to arrive.
12. Soy Candles
Candles are a great gift, as not only do they smell great but they definitely offer that holiday ambiance. Melisa Joy, CFP® of Pearl Planning. And the candles from the company pictured below were actually started by a girl in high school for her DECA (Distributive Education Clubs of America) project.
Like this idea? Check out the Etsy page, Ava’s Illuminations, along with other cool candle ideas, right here.
13. Godiva Chocolate
You really can’t go wrong with Godiva Chocolate, so we are sure that Todd Gourno’s clients will really appreciate this gift.🍫
If you want to send chocolates to your clients, then this link has some delicious options.
