
Admittedly, we don't know much about tax-free municipal bonds or variable annuities (hey, I think that really is something!) but we do know about making your clients feel appreciated and like they aren't just a number.
For a team of financial planners at Merrill Lynch, we created custom designed and printed cookies (a bear, a bull, and a birthday cake with custom message) stacked in a clear, simple box. And so that everyone doesn't receive the same thing, we also put together a frosted Chinese takeout box filled with chocolate-dipped fortune cookies with custom messages inside. Of course, each gift was finished off with branded ribbon and a personalized tag.
All we know is: Buy low, sell high, and don't forget your clients' birthdays.
For a team of financial planners at Merrill Lynch, we created custom designed and printed cookies (a bear, a bull, and a birthday cake with custom message) stacked in a clear, simple box. And so that everyone doesn't receive the same thing, we also put together a frosted Chinese takeout box filled with chocolate-dipped fortune cookies with custom messages inside. Of course, each gift was finished off with branded ribbon and a personalized tag.
All we know is: Buy low, sell high, and don't forget your clients' birthdays.






















