Show your client the past and the power of inflation This go-to gift can be beneficial to you because of its memorable nature all-the-while serving as reminders of inflation and the importance of saving. It’s the perfect way to increase client retention by showing them they are more than just a client by hand-picking their special year. This unique souvenir allows you to connect with your client on an emotional level by gifting a stroll down memory lane!.
One of the financial industry’s top veterans, Nick Murray, says that “it was probably the most powerful, most appreciated thing I regularly send out.”
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