How do you guys thank a client for giving you a referral? Other than a simple "thank you", do you send a small gift, taken the client to dinner or something else?

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I was referred a $2.5M account last year who became a client. I sent a gift basket to the new client welcoming them to the practice as well as one to the referring client.

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Send them a nice small gift. Maybe a gift certificate to a nice dinner or take them yourself. And I don't distinguish, it's the thought that counts

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If I don't know the client very well, it's generally a gift certificate, like Starbucks or a restaurant or something. If it's a client I know well, the gift will be something they like, such as wine/cheese, golf stuff, whatever would show them some thought.� It's not tough to do, but making the business relationship just a little more personal is a goal to strive for for all clients.

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I just gave a client 2 boxes of Pro v 1's golf balls He sent me a new client and we closed the deal last week for 200k. I know he loves to play golf and would appreciate that type of gift. He was very appreciative of my gift.

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CFP study programs:

I'm a little confused on Danko - does he offer a self-study option for the coursework requirement? On his website it looks like each module has a 4-day virtual class which I wouldn't be able to attend due to working full time. Does this program also include self-study material, and the classes are just supplementary/optional? I was also looking at Dalton for self-study and Danko for test prep. Thoughts?

TIA

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For self employed: max SEP IRA/solo 401k->max roth IRA->max trad IRA->max HSA

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*** CFP Prep Materials ***
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