by BRND | Nov 26, 2025 | Financial Advisors, Gift & Merch Ideas, Industries
The Smallest Gesture With The Biggest Impact Let’s be honest—most client gifts from financial advisors feel about as personal as a corporate tax form. Nice? Sure. Memorable? Not really. That’s where the handwritten note changes everything. It’s low-cost, high-impact,...
by BRND | Nov 19, 2025 | Financial Advisors, Gift & Merch Ideas, Industries
Most Advisor Swag Ends Up In The Trash Let’s be real—most “client gifts” are destined for the bottom drawer or, worse, the trash can. The well-meaning branded tote? It’s stuffed with last year’s receipts. The flimsy pen? Gone before the week’s over. Financial advisors...
by BRND | Nov 13, 2025 | Financial Advisors, Gift & Merch Ideas
The Attention Problem No Ad Can Fix Let’s start with the uncomfortable truth: nobody’s paying attention to your ads. Not because they’re bad. Because they’re everywhere. Financial advisors spend thousands each year trying to “get noticed” with polished campaigns and...
by BRND | Nov 12, 2025 | Financial Advisors, Gift & Merch Ideas
The Problem With “Financial Jargon Fatigue” Let’s be honest—most clients don’t wake up excited to discuss capital gains or tax-loss harvesting. They nod politely, but inside, they’re thinking, “Can someone please just tell me if I’m okay?” Financial advisors face a...
by BRND | Nov 11, 2025 | Financial Advisors, Gift & Merch Ideas
The New Normal Of Client Relationships Some of your clients haven’t set foot in your office in three years. Others pop in with coffee like it’s 2019. Welcome to the hybrid era—where half your clients live on Zoom and the other half still want a handshake. And that...
by BRND | Nov 5, 2025 | Financial Advisors
Why Timing Beats Budget Every Time When it comes to client gifting, most financial advisors focus on the wrong metric: price. They’ll ask, “What’s the right spend per client?” when the better question is, “When does the gift actually matter?” Because here’s the truth:...
