Referral Partner Gift for Ashley
A Wealth Management firm contacted me about helping them establish and strengthen relationships with key referral partners. 4 CPAs, 1 key initial gift to start, followed by small monthly touches.
For AM, gifts to encourage quality time with her family. A Grow Your Own National Park Kit - Rocky Mountain National Park Limber Pine, and a fun pack of Colorado Family Bucket List Scratch-off Adventure Cards to encourage her family to create new memories in new places!
Part of the Carson Wealth Series
“Katey was absolutely fantastic! She listened to exactly what we were looking for and then exceeded it. She was able to curate each gift perfectly to the recipient. Her service goes above and beyond and truly gives someone something that they can cherish or use. Would highly recommend if you are looking to stand out in the eyes of your clients.”