The holidays are a time for giving. But if advisors arent careful, they might end up sending a gift that lands them on a client's naughty list.
The key to giving a client an appropriate gift is to prioritize thoughtfulness over expense, says Denise Federer, of Tampa, Fla.-based Federer Performance Management Group. The goal of gift giving this time of year is to show your appreciation of your clients and their business, but not to make them feel obligated in any way.
Advisors should be making a list and checking it twice of what gifts to avoid if they dont want to give the equivalent of a loud, ugly holiday sweater.
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