We are in the holiday season, when many advisory firms send cards and gifts to all their clients. As you do so, though, remember that this is not the “most wonderful time of the year” for some of them ...

You have several ways you can approach the project. It can be a generic holiday card. It can be a Christmas card. You can skip ahead to New Years and celebrate that holiday instead. When you consider ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

Opinions expressed by Entrepreneur contributors are their own. The holidays provide an opportunity for entrepreneurs to reinforce their relationships with important clients. A small token of ...

With the holidays now officially in full swing, what better time to reflect on those who make our workday worthwhile? Showing our appreciation to clients or business associates with an appropriate ...

As the holiday season approaches, businesses are gearing up to express gratitude to their valued clients. Of course, the art of gift-giving in the corporate world can be tricky. The gifts you choose ...

Hand-delivering holiday gift baskets and other tokens of appreciation to clients used to be the norm among service providers of all kinds, but this tradition has evolved in recent years. With ...

The holiday season is a time when many professionals send gifts and cards to their clients to thank them for their business and support. Within the financial advisory and planning industry, these ...