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By Blair Kelly Outreach

10 Holiday Gifts Financial Advisors Can Send to Clients in 2021

8 minute read
10 Holiday Gifts Financial Advisors Can Send to Clients in 2021 Featured Image

It’s hard to believe that the holidays are right around the corner. It’s an exciting but busy time of year, and in addition to getting gifts for friends and family, it’s important to think about what you are going to get your clients.  So, what are some great gift ideas to thank them for the great year that you have had? Chief Evangelist for FMG Suite and Twenty Over Ten, Samantha Russell recently took to LinkedIn and saw some great ideas that we really wanted to share.

Samantha Russell LinkedIn

10 Great Gift Gift Ideas For Clients

1. Personalized Charcuterie Boards

Jan Taylor, Client Executive at Windle Wealth had this amazing idea to send clients personalized charcuterie boards out of reclaimed wood. And what makes this even better is that they are locally made, and we are all about supporting local businesses.

Jan Taylor's response

So many people give and receive meats and cheeses this time of year, so having something to serve that on is a great idea. And if you like this idea, follow this link here for lots of great charcuterie board options.

2. Puzzles

How cool is this gift idea? Sarin A. Barsoumian, CFP®, CRPC®, Founder and Financial Advisor at SMB Financial Strategies sent clients puzzles last year which was a great idea to pass the time and do something fun while we were all in lockdown.

Sending puzzles for a gift

Who doesn’t like a puzzle to do either solo or with your family? If this is an idea that you liked, you can check out this link to Olive & Cocoa where they created a fun holiday package with a puzzle and other treats.

3. Holiday Books

What’s more heartwarming than reading some books that really capture the holiday spirit? We love this idea from Ingrid Fure, Marketing Manager at Fure Financial Corporation.

Ingrid Fure

4. Spice Packages From Spiceology

When it comes to gifting, we are all about thinking outside the box, so this idea from Amanda Singletary, MBA, Marketing Manager at Cary Estate Planning is so cool. Spiceology is a spice company based out of Spokane, Washington. The idea of a Thanksgiving gifting campaign is great, as this gets clients in the holiday spirit early!

Spiceology post

If this sounds like an idea that you might like, you can find out all about their offerings here. And as Amanda put it, SEASONINGS GREETINGS!

5. Portable Wood Game Table

Hugh Meyer, Director of Highline Wealth Partners had a really original idea for his holiday gifts. Much like the puzzles, this was a great idea during the height of Covid. There’s nothing like games to bring friends and family together, especially during the colder winter months.

Hugh Meyer

6. Thanksgiving Card Drawing Contest

Talk about getting creative! We receive this idea from Carma Hall in one of Samantha’s Digital Marketing Live Office Hours, and it’s such a great idea. Rather than sending out a Christmas card, their company sends out a Thanksgiving card. They had a card drawing content for young artists and the winner’s drawing will be at the front of the card. What a great idea!

Carma Hall gift idea

7. Charitable Gifts

We love this one from John Barrios, CFP®, owner of Barrios Financial Services as it’s truly all about the season of giving. St. Jude’s Children’s Research is an awesome charity, so we think this is a great idea!

Charitable gifts to Saint Jude's hospital

We love this idea, as it’s always great to give back to others, but this becomes especially true during the holiday season. This charity navigator can allow you to easily type in charities that you are interested in donating to get more details, location and any other facts that you may want to know before donating.

8. Local Ice Cream Treats

Ice cream is always a good choice! Larry Sprung, CFP® of Mitlin Financial supports a local business by ordering these treats every year. Supporting smaller, local businesses is even more important, especially this year since small businesses suffered more throughout the pandemic. He also sends them the week of Thanksgiving, so there is plenty of time for them to arrive.

Larry sprung twitter

9. Soy Candles

Candles are a great gift, as not only do they smell great but they definitely offer that holiday ambiance. Melisa Joy, CFP® of Pearl Planning.  And the candles from the company pictured below were actually started by a girl in high school for her DECA (Distributive Education Clubs of America) project.

Soy candles

Like this idea? Check out the Etsy page, Ava’s Illuminations, along with other cool candle ideas, right here.

10. Godiva Chocolate

You really can’t go wrong with Godiva Chocolate, so we are sure that Todd Gourno’s clients will really appreciate this gift.🍫

Godiva Chocolate gift idea

If you want to send chocolates to your clients, then this link has some delicious options.

Are You Ready For the Holidays?

They are right around the corner, and we hope that this blog offered some inspiration. The pandemic changed up the types of gifts that we give, providing more original options such as puzzles and wooden board games, and it has really changed the way that we give gifts. People have been thinking outside the box when it comes to gifts, and we expect this trend to continue.

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About the author

Blair Kelly

Blair is a social media strategist for FMG Suite and Twenty Over Ten and has a passion for uncovering what drives online traffic and the highest engagement. She follows more animals on Instagram than humans and her greatest achievement is her daughter, Grey.

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