Your Guide To Employee Appreciation

This year Employee Appreciation Day is on March 1st. Did you know that 4 in 5 employees are motivated to work harder when they receive appreciation? We’ve put together “A Guide To Employee Appreciation” to provide ideas on how to say “Thank you”. Our top picks include items that are thoughtful and long lasting, something they’ll get to enjoy over and over again, and that keeps you at the top of their mind.

How will you tell your employees how much they mean to you on March 1st?

A guide to employee

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The Most Important Gift for Real Estate Agents Is NOT the Closing Gift

Almost every successful real estate agent that I know gives a closing gift. It’s almost expected at this point. Do you know what happens when something is expected? It becomes a commodity instead of a brand builder. The question then becomes, how do you raise the bar on client gifting without finding ways to outspend your competition?

Let me start with a couple of facts:

Around 21% of your real estate clients will be repeat clients. Another 21% will come from client referrals. That means that approximately 42% of real estate business is directly tied to client relationships. That’s for an average agent. In reality, it’s much higher for rock star agents.

Investing in client relationships is playing the long game, but it’s the smart play. The most important date to give a gift to your client is NOT the day they sell or purchase their home. It is one year later.

Your clients will probably not be surprised or moved by your closing gift unless it is extravagant or exceptionally thoughtful. However, receiving a gift on the anniversary of their purchase is sure to make an impression.

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4 Items Every Financial Firm’s Gift Policy Should Include

Gifts are a tricky part of any financial agent or adviser’s practice. On one hand, the giving and receiving of gifts is SEC regulated. On the other hand, it’s a key part of growing and nurturing a financial practice but ruled by words like excessive and extravagant that are highly subjective.

That is why every financial firm should have its own gift policy that it follows so that during even routine audits, it is able to produce written evidence of its commitment to being compliant as well as being a benchmark to check for disparities in practice.

While these gift policies will vary from firm to firm, each and every one should include some version of the following items to ensure that all of its financial advisers are clear about what is acceptable or inappropriate.

The Foundational Pieces of an Effective Financial Firm’s Gifts Policy

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Here Is the One Simple Fix to Making Your Client Gifting More Effective

The task of client gifting is often relegated to executive assistants or office managers, but in reality, their jobs are the most hectic in your organization. The best person to manage your client gifting is probably not in your office at all.

There is perhaps no harder decision in business than to know what to own and what to delegate. Knowing which tasks to outsource might be just as challenging.

Partnering with a third-party vendor to manage and execute your client gifting strategy ensures that your gifts are strategically thought out, timely, and above all, given the proper attention to make them unique and memorable experiences.

Here are some of the questions you should ask a potential vendor when choosing a client gifting concierge to help you develop and execute a more effective gifting strategy.

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Here Are Four Things Realtors Can Do to Make Sure Their Closing Gift Is Remarkable

The papers are signed. Keys have been exchanged. The room is overflowing with handshakes and grateful goodbyes.

Seasoned agents will tell you there is one more step if you’re looking to make a lasting impression and improve your referral and repeat business—the closing gift.

Rock star agents will tell you that this is one of the most underutilized opportunities to break through the noise and separate yourself from the competition.

Here are some of the key components to make sure that you’re a real estate agent that seizes this important moment.

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