skip to Main Content

3 Gift Giving Tips to Inspire Referrals From Clients

 

The holidays often add more to your plate as a financial advisor, year end reviews, RMD’s and last minute tax issues not to mention holiday gifting.  You want your clients to know you care so you and your team may spend hours preparing and sending holiday cards that more than likely get lost in the shuffle, are almost meaningless and does little to inspire more business. 

To suggest you do nothing for the holidays is like heresy but what if you cut way back on your holiday cards and instead sent a gift just to your top clients, a gift that immediately inspired more referrals?  Generating the kinds of referrals that will make a substantial impact on your ability to get more business and build stronger client relationships?

I always loved gifting to my clients, to me they were my friends, I wanted them to know how much I appreciated them. My gifting strategies were focused on the moment they became a new client, the instant they sent me a referral and during the holidays. But I wasn’t one to just do something because it had always been done, my gifting needed to be smart creating a win win for both me and the clients. I always want to make sure that the time and energy I spend sending a gift is really making an impact, first for the client and secondly to help grow my business through referrals. 

Your time and talents are too precious to be wasted on mindless activities that really don’t make a difference!

Here are three gift giving criteria that made my life easier, more purposeful and helped to grow my business:  

  1. Does it say WOW? When your client receives the card or gift do they actually say WOW?  If not think again
  2. Can it be leveraged? Is the gift something they can share with friends, family, co-workers or is it only something they will enjoy and experience in private?.  While we want them to feel the appreciation behind the gift we also want them sharing you with everyone, even bragging about you and the relationship you share.
  3. Does it reflect YOU; Does the gift reflect your purpose,  mission and message of your practice? In other words is it meaningful reminding them of how you want to have an impact on their life?  This will reinforce your message and brand and create a more lasting impression. 

Lastly, as we enter the holiday season clients are bombarded with cards, gifts and holiday events, will your gift or card be lost in the shuffle? 

My final question for you is:

Is there a better time to give a gift of appreciation that will get more attention and create a greater impact?

Ready to reignite business growth & create an extraordinary life, your way?

Are you doing enough to keep your female clients happy? Lets find out.

After completing this 10-question survey, we will review your answers and provide you with recommended tools and strategies to meet your needs.

Do you have a story that tells women why you care about them?

Does your message about what you do appeal to women?

Is your message compelling enough to inspire further interest from both genders?

Have you carved out a place for women on your website?

Do you send regular emails that are of interest to women?

Do you post women friendly content on social media?

Do you host events and seminars for women only?

Is your office decorated in a way that women love?

Do you communicate in a way that women understand?

Are you getting enough referrals from women in your database?

Please provide us with your contact info, so we can send you your results!

First Name *

Last Name *

Company *

Email*

Phone Number *

Are you Male or Female?

Would you like to join Adri’s email database: Including marketing advice from Adri, updates on her latest coaching programs and direct access to her blog?

×

Tell us a little about your business, and we’ll let you know what strategies will best help your business grow.

I want to strengthen my relationship with my female clients in order to prevent future attrition.

I want to actively attract more women in a way that inspires more referrals to my practice.

I currently focus on women and want a source of ideas, strategies and a supportive network to enhance my efforts.

I want a seminar process that both engages women more effectively and helps brand me in my community as the advisor that cares about women.

I want to make women a primary focus to my future marketing, but want a proven plan and process that is easy and effective.

Please provide us with your contact info, so we can send you your results!

First Name *

Last Name *

Company *

Email*

Phone Number *

Are you Male or Female?

Would you like to join Adri’s email database: Including marketing advice from Adri, updates on her latest coaching programs and direct access to her blog?

×
Back To Top