Referral Partner Gift for Howard
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 HM, gifts that will inspire continued adventure around the country and give him quality time with loved ones. A National Parks Bucket List Water Bottle with the park badge stickers to mark adventures and memories, and Travel Challenge cards to help create lasting moments that come to mind and make him and his loved ones want to get to the next journey.
Wishing Howard adventures and memories in abundance 🌄
“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.”
- Alyssa Westlund, Carson Wealth Management
Part of the Carson Wealth Series