Financial Advisors

Looking for ‘thank you’ gift ideas for a CPA whose referral resulted in a $27M account. Any ideas for something in the $3 - $5 thousand range?

likeuplifting
Reaction Icon Like
Arrow Icon
works at

Interesting... are you an RIA? I'm independent but my BD has limits on gifts... $100 per person per year....

Reaction Icon Like
like
Arrow Icon

That’s an industry wide maximum

Reaction Icon Like
like
Arrow Icon

Good luck getting that past compliance—maybe give them some referrals ?

Reaction Icon Like
like
Arrow Icon

First, congrats. Second, you’re asking a bunch of people that don’t know the CPA. if you don’t have a good enough relationship to know what they would want, grab drinks/dinner, find out what they are into and buy them something they will actually want

Reaction Icon Like
like
Arrow Icon

My point was that a 27mm account with reoccurring revenue commands a very personal gift. If he/she likes biking, go buy a 5k bike. If it’s fine dining, find the best chef in the area and hire them as a personal chef for the night. Get creative based on what you know about them

Reaction Icon Like
like
Arrow Icon

Nice humblebrag!

Reaction Icon Like
like
Arrow Icon

So you know that this is not compliant and your willing to break the rules “under the table”. That doesn’t sound very honorable. Perhaps the CPA recognizes the value of the work that you do and gave you the referral for that reason. That could taint the relationship

Reaction Icon Like
like
Arrow Icon

Of course this is not compliant , it’s all under the table. 5k in a brown paper bad always works !!

Reaction Icon Like
likefunny
Arrow Icon

$27m???? U or KPMG should buy them a house not $3-5k!!!!!

Reaction Icon Like
funny
Arrow Icon

Have your wife give him the gift

Reaction Icon Like
funny
Arrow Icon

Wow .. that’s a great referral. Good for you! Maybe pay their vacation.

Reaction Icon Like
Arrow Icon

Give the client a good deal and take great care of him. Dinner with the CPA, would be nice. Perhaps you should put money towards a nice joint marketing event with the CPA for clients, or host a nice CLE event with the CPA’s firm and you can spread the good news in a tasteful way.

Reaction Icon Like
Arrow Icon

Related Posts

Anyone works or knows someone who works at Pixar? Wife needs a referral for a graphic designer role and this would really help

like
Reaction Icon Like
Arrow Icon

Best replacement for the Uber credit card? Got downgraded and looking for something similar to the old benefits.

like
Reaction Icon Like
Arrow Icon

What would happen if someone was interviewing for a role and accidentally passed gas, but otherwise crushed the interview? Has anyone experienced this before? No clue what I’d do as the interviewer

likefunny
Reaction Icon Like
Arrow Icon

*weekly post complaining about hiring discrimination against males*

likefunny
Reaction Icon Like
Arrow Icon

Delta Platinum members, what bonus do you choose? Very likely gifting Silver Status to my spouse.

like
Reaction Icon Like
Arrow Icon

I got a new role in Ohio. My SO is freaking out about the bedbug crisis there. Any tips of how to protect against bedbugs?

like
Reaction Icon Like
Arrow Icon

If anyone wants to join a boutique HR & Talent Advisory consulting firm, Kincentric is hiring for an Associate Partner role! Location doesn’t really matter, but preferably in IL, NY, or ATL.

like
Reaction Icon Like
Arrow Icon

Download the app for more exclusive discussions.