Every year around Thanksgiving, we buy different types of gifts for clients based on what we know about them. Last year, one of the little gift packages that we put together — and they’re all branded with Horizon Wealth Strategies — was a passport holder along with a little thing of mints and a luggage tag. All of our clients are at or near retirement, and travel is one of the things that we see they have in common. So that’s what we are giving to some of our clients as gifts this year, and others are getting a coffee and alcohol basket. Those tend to be our clients that aren’t as interested in travel, but they tend to like to drink.
Those are some of the things that we do each year, and each year we come up with different ideas for around Thanksgiving time. Every year we change what we give.
Hear more in this mini-episode of the MDRT Podcast: