Saying thank you should be more than a once-a-year pie drop-off. Find ways to say thank you to your clients throughout the transaction and the entire year to help build meaningful relationships. Continue reading
Showing your clients that you care does not have to be time-consuming, but it does need to be personal. Check out these impactful suggestions to raise the bar on your clients’ gifts and to let them know they are a top priority Continue reading
With less than two weeks until Christmas, we want to hear what you’re planning to give your clients over the holidays. Enter your own gifting plans in this short survey. Continue reading