During the holiday season, consumers are bombarded with bland, impersonal messages from every direction. How can you stand out from all that noise? Simple adjustments to how you approach the holidays could create big changes in how your financial advisor clients perceive you – and result in more referrals and better client retention. Four Ways…
Category: Professional
Stakeholder Gifts: Surprise & Delight All Year Long

Investing in your stakeholder relationships during the holiday season is one easy way to set yourself up for success, but true surprise and delight goes so much further than that! You have opportunities all year long to build loyalty and improve overall satisfaction with small gifting moments. Why Surprise & Delight? Many people struggle in…
Client Gifts: Surprise & Delight All Year

Investing in your client relationships during the holiday season is one easy way to set yourself up for success, but true surprise and delight goes so much further than that! You have opportunities all year long to build loyalty and improve client retention with small gifting moments. Why Surprise & Delight? Many people struggle in…
The Greetabl Guide to Remote Gifting: How to Show Your Coworkers You Care

If one thing is for certain in an otherwise uncertain year, the typical workplace environment has shifted as we know it. Most of the world is now working remote, and with over 70% of the workforce anticipated to be remote by 2025, it looks like work from home life is here to stay. It’s not…
Greetabl's Best Practices for Client Gifting

At Greetabl, we believe client gifts can be one of the most powerful tools to strengthen your professional relationships. Implementing a gifting strategy can increase referrals, purchase frequency, and overall customer satisfaction. Money in the bank, right? As a performance marketer, I firmly believe any dollar wisely spent on client gifts will come back tenfold.…
Alternatives to Holiday Office Parties

The holidays will be different this year, and there are a lot of reasons why you might see them as harder than ever before. As cities and states are reinstituting more restrictive containment policies, even small office parties could be impossible. But that doesn’t mean you can’t celebrate with your employees! There are many alternatives…
Holiday Guide for Real Estate Agents & Brokers

During the holiday season, consumers are bombarded with bland, impersonal messages from every direction. Simple adjustments to how you approach the holidays could create big changes in how your real estate clients perceive you – and result in more referrals and better client retention. Take a second to daydream about how amazing that would be.…
How to Save Precious Time by Implementing a Quarterly Gifting Strategy

Calling all small business owners, solopreneurs, go-getters, and creatives! You know the strength of your client relationships is the backbone of your business. And if you’ve read any of our previous posts (like our resources on creative client gifts and the best gifting strategies), you know how passionate we are about investing in your existing…
The Art of Showing Appreciation for your Business Besties

If you are a first-time business owner, your best chance of success is directly related to the number of favors you can receive. Yes, you read that right. In addition to hard work and perseverance, it’s really other people who will make a difference in how well your business does– especially when you are first…
Your Guide to the Most Worthwhile Client Gifts

Do you have a “Gifting Plan” for your clients written into your business model? No doubt about it, gifting right can really make a difference in your business bottom line. Gifting wrong can result in the opposite of what you are trying to achieve for your business. In an effort to make sure you don’t fall…
Spoil Your Clients with the Most Impressive Gift Box Ever

The simple truth is this: You want your clients to believe that you get them. They need to know that you know what they are up against, that you have put a lot of thought into how to be of service to them, and that you are someone who under promises and over-delivers. And more…
How to Handle a Negative Review

Calling all wedding professionals! Need help navigating difficult customer relations, especially during COVID? Designed by event pros for event pros, Aisle Planner is a beautiful, all-in-one platform where you can market your business, connect with and close new clients, collaborate with your partners, and design and deliver spectacular events down to the very last detail.…