#TBT: Holiday Gift(s) in October

holiday gift

Last year I wrote a post about planning for your holidays in October, instead of in a last minute rush at the end of the year. It was one of our most popular posts in 2017, hopefully because it caused advisors to act instead of putting it off.  Having participated in more than one charitable and social client activities, I can tell you first hand that, done right, they can add a great deal in building stronger relationships with clients and their families.

For today’s TBT, take a look at Advisor Holiday Gift(s) in October for ideas about what not to do and what you could do to benefit your client and your community.

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John Anderson

John Anderson

John Anderson is the creator and lead author of Practically Speaking blog and Managing Director of Practice Management Solutions for the SEI Advisor Network.

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