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Sending a holiday gift to ten clients is pretty simple. Sending one to 100 clients is not ten times harder. In some ways, it is 50 times harder. Once a client gift program reaches a certain size, the gift itself is no longer the complicated part. The real work is managing the recipient list. My fam…

Every fall, companies begin asking the same question: What should we send clients this year? For financial advisors, I think there may be a better question: What could we send this year that clients would actually miss if we stopped sending it five years from now? There is a meaningful difference be…

A corporate gift can look perfect in a catalog and still become a terrible client gifting program. The problem is usually not the gift itself. It is everything that has to happen after you decide to buy it. Can the vendor ship 300 gifts to 300 different addresses? Can they accept your spreadsheet?…

Every year, there is a point when holiday gifting suddenly becomes urgent. Someone realizes Thanksgiving is approaching. The client list is not finalized. Nobody has approved the card message. Addresses need updating. The gift itself may not even have been selected yet. For a firm sending 20 gifts,…