Leyton’s Post

Holiday client parties are an excellent opportunity for financial advisors to foster deeper relationships and potentially grow their client base. And if you're feeling a time crunch, your holiday party could take place in January or February instead of December! As a tip, make your event memorable by infusing it with value and enjoyment. Consider inviting a guest speaker who can share insightful investment trends or financial planning strategies. Balance this with a festive atmosphere - good food, music, and perhaps a theme that resonates with the holiday spirit. Remember, the aim is to create a platform that encourages interaction while subtly showcasing your knowledge and dedication to your client's financial success. #FinancialAdvisors #ClientAppreciation #HolidayNetworking

Holiday client parties are an excellent opportunity for financial advisors to foster deeper relationships and potentially grow their client base. And if you're feeling a time crunch, your holiday party could take place in January or February instead of December! As a tip, make your event memorable by infusing it with value and enjoyment. Consider inviting a guest speaker who can share insightful investment trends or financial planning strategies. Balance this with a festive atmosphere - good food, music, and perhaps a theme that resonates with the holiday spirit. Remember, the aim is to create a platform that encourages interaction while subtly showcasing your knowledge and dedication to your client's financial success. #FinancialAdvisors #ClientAppreciation #HolidayNetworking

Holiday client parties are an excellent opportunity for financial advisors to foster deeper relationships and potentially grow their client base. And if you're feeling a time crunch, your holiday party could take place in January or February instead of December! As a tip, make your event memorable by infusing it with value and enjoyment. Consider inviting a guest speaker who can share insightful investment trends or financial planning strategies. Balance this with a festive atmosphere - good food, music, and perhaps a theme that resonates with the holiday spirit. Remember, the aim is to create a platform that encourages interaction while subtly showcasing your knowledge and dedication to your client's financial success. #FinancialAdvisors #ClientAppreciation #HolidayNetworking

Are you hosting the holidays this year? Throwing a holiday party or cooking a meal are great ways to spend the holidays with loved ones, but hosting can also be a cause of financial stress. Check out these tips from the National Association of State Treasurers and Enrich for ways you can host the holidays on a budget: https://lnkd.in/eHYdGDGN

As the holiday season approaches, many people are eagerly planning their vacations. While packing your bags and booking flights are top of mind, don't forget to include your financial adviser on your to-do list. A few minutes of consultation with your financial adviser can help ensure a financially secure and stress-free holiday. https://lnkd.in/dpGfutjc

Holiday client parties are an excellent opportunity for financial advisors to foster deeper relationships and potentially grow their client base. And if you're feeling a time crunch, your holiday party could take place in January or February instead of December! As a tip, make your event memorable by infusing it with value and enjoyment. Consider inviting a guest speaker who can share insightful investment trends or financial planning strategies. Balance this with a festive atmosphere - good food, music, and perhaps a theme that resonates with the holiday spirit. Remember, the aim is to create a platform that encourages interaction while subtly showcasing your knowledge and dedication to your client's financial success. #FinancialAdvisors #ClientAppreciation #HolidayNetworking

Traveling for Thanksgiving? Check out these packing tips to avoid dragging a heavy suitcase around. When you return, let Henssler Financial help you 'pack' the right financial strategies for a lighter, brighter tomorrow! #TravelLight #ThanksgivingTravel

Discover a year-round approach to showing appreciation that's not only thoughtful but also tax-deductible and FBT-free! Dive into the latest post, where we explore innovative ideas for meaningful gifts that align with financial efficiency. Strengthen your employee relationships and business strategy simultaneously. Read more in the link below: https://lnkd.in/giapiHwg #EmployeeAppreciation #TaxSmartGiving #BusinessTips #FinancialEfficiency

As you gather with loved ones and indulge in holiday delights, why not take advantage of this special time to broach the topic of estate planning? It might not be the easiest conversation, but it's a crucial one. Check out this list of questions to guide you through the process and ensure your family's future is as merry and bright as your holiday celebrations: https://bit.ly/48aZnuA

Feeling stressed about affording your dream vacation? Financial professionals can be a valuable resource to help you navigate the financial aspects of travel planning. What's your dream vacation? Share in the comments! ✈️