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PSA: Get your client gifts ordered!

Hey, ho, yo – get your Christmas gifts for clients for the upcoming holiday season in order soon! (I’m ordering mine today.)

Need some ideas? I interviewed Mike Morrow, CFP, about his ongoing gift-giving campaigns. He had some great ideas. You can read about those here:

A look at holiday gifts for clients, Insurance Journal (December 2022)

Need help crafting your holiday greeting messages this year to make them both heartfelt and informational? Send word!


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