The holiday season is an excellent opportunity to express appreciation for your clients. However, we recognize it can quickly become overwhelming with so many gift options, limited time, and a lack of an organized process.
At Core Income, we take the stress out of holiday gifting with a streamlined process that requires minimal effort on your part. With 58% of clients finding their financial advisors through referrals, sending thoughtful holiday gifts is a great way to keep them happy, stay top-of-mind, and increase referral opportunities.
Let us help you create lasting impressions this holiday season and beyond. In this article, we’ll explore how we can work together to simplify your holiday gifting strategy.
Ready to get started? Reach out to our team at marketing@coreincome.com or call us at 800.541.7713.
How to Start the Holiday Gifting Process with Core Income
At Core, we understand your time is valuable. That’s why we offer to manage the entire gifting process for you—from sourcing gifts to managing delivery.
To start, we need an idea of the gifts you’d like to send. Not sure where to begin? Our team is here to brainstorm with you, offering suggestions that reflect your style and leave a lasting impression on your clients. Once you’ve made your selections, just provide us with the names and addresses of the people you’d like to send gifts to—we’ll handle the rest.
Whether you’re sending gifts to a small, select group or reaching out to a larger client base, we’ve got it covered. To guarantee timely delivery and the best selection, we recommend starting the process with us 1–2 months before the holidays. The earlier we get started, the smoother the experience for you and your clients.
Need last-minute help? No problem! While planning ahead is ideal, we’re happy to assist even if you’re just days away from the holiday. After all, your gifting strategy is important to us year-round, not just during the festive season.
Unique Gift Ideas for Your Clients
We’ve compiled a list of gift ideas that are sure to leave a lasting impression. Here are some options to consider this holiday season:
Custom Gift Box: Create your very own branded gift box that reflects your unique personality. From thoughtful packaging to curated items, these boxes are a meaningful way to connect with your clients.
We’ve worked with many financial advisors to create branded gift boxes that their clients truly appreciate. Whether you want to share your brand’s story, include practical items, or create something memorable, we’ll help bring your vision to life. Remember, client gifts are about appreciation, not just brand promotion—we typically recommend including only 1 or 2 branded items to keep the focus on your clients.
We’d be happy to share examples of successful custom gift boxes we’ve developed for other advisors or brainstorm ideas tailored to your needs. Send us an email at marketing@coreincome.com, and let's get started!
Gourmet Gift Baskets: It’s often said that food is the way to the heart, and it’s true – a well-curated basket of treats is always a crowd-pleaser! Offering an assortment of quality foods, such as fine chocolates, artisanal coffee, cookies, granola, or gourmet candy, makes for a universally appreciated gift.
Experience Gifts: Offering a gift card for a fine dining experience, wine tasting, or tickets to a sporting event adds a memorable and personalized touch your clients will appreciate. These experience-based gifts show clients you’ve taken their individual interests into account. When clients look back on an unforgettable event they attended thanks to you, it strengthens the client-advisor relationship and keeps you top-of-mind. Plus, a memorable experience can also lead to conversations, increasing the likelihood that clients will mention your gift to friends and family, potentially leading to valuable referrals.
Branded Desk Items: You can never go wrong with gifts your clients will actually use. High-quality items like engraved pens, custom padfolios, and personalized drink coasters are practical gifts that can help enhance their workspace.
Charitable Donation: Making a charitable donation on behalf of your clients is a thoughtful and meaningful gesture, especially during the holiday season. This approach not only emphasizes the spirit of giving back but also shows your clients that you care about what matters most to them.
There are endless options for client gifts, but the goal is to choose something they’ll truly love and use. It’s important to keep in mind that if a gift wouldn’t excite you, it likely wouldn’t excite your clients either!
To explore more ideas and find the perfect match for your clients, take a look at our 2024 Holiday Gifting List.
Start Your Holiday Gifting with Core Income Today
This holiday season, let Core help you with your gifting strategy.
We prioritize your clients’ needs, providing you with thoughtful gifting options that are easy to execute. With minimal effort on your part, we take care of everything from sourcing to delivery, making this holiday season stress-free for you and unforgettable for your clients.
Ready to get started? Reach out to our team at marketing@coreincome.com or call us at 800.541.7713.
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Core Income is an FMO, IMO, and independent insurance brokerage dedicated to serving financial advisors, their staff, and their clients.
Our mission is to help advisors deliver financial certainty by supporting them through actuarial precision, elite responsiveness, and collaborative partnerships.
To learn more about how we can support you, schedule a consultation with our team or call us at 800.541.7713.
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