Referral Partner Gift for Shina
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 SC, gifts that will encourage creativity and the exploration of an art form. A bottle of Colorado-made red wine from Two Rivers paired with the opportunity to paint with and taste wine with local Colorado artist Elysia Myers.
Wishing Shina the utmost fun and creativity in this class 🎨
“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.”
Part of the Carson Wealth Series