Impact’s Chief Marketing Officer, Alex House, is delivering her House Rules for client appreciation gifts as a financial advisor. New clients, events, special occasions, and holidays are perfect opportunities for financial advisors to send client gifts.

These gifts remind clients why they joined your financial practice and could lead to referrals! Click here to learn more about our branding strategy 👉 [ Ссылка ]

House Rules Playlist: [ Ссылка ]

Timestamps:

00:00 – House Rules Intro
00:32 – What is a Client Matrix?
1:19 – Client Appreciation Gifts Best Practices
2:23 – The Value of Client Gifts

#financialadvisormarketing #financialadvisortips #clientappreciation

We’re Not Your Standard Insurance Marketing Organization

We offer creative marketing services for financial advisors to help build their brand, generate leads, and manage their practice. We’ll help you transition from salesperson to CEO and business owner through coaching, strategic marketing, and a true partnership.

Impact Partnership – IMO for Financial Advisors

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Marketing Services We Offer:

Branding for Financial Advisors: [ Ссылка ]
Radio for Financial Advisors: [ Ссылка ]
TV for Financial Advisors: [ Ссылка ]
Lead Generation for Financial Advisors: [ Ссылка ]
Digital Marketing for Financial Advisors: [ Ссылка ]

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Grow Your Practice™. Change Your Life.

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