Referral Partner Gift for Robert
Part of the Carson Wealth Series
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 RC, a custom-engraved Leatherman to tag along on all his adventures, and a fun pack of Colorado Hiking Bucket List Scratch-off Adventure Cards to take him to new places!
“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.”