<aside> ⚠️ Annual gifting limit: $100 per client household

21 Ideas for Financial Advisor Client Gifts

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Example pack

• [ ] Relevant personal finance book
• [ ] Kid’s books
• [ ] Pet treats/toys
• [ ] Thank you card - link to reorder
• [ ] Sticker(s) - link to reorder

Shipping tool: Pirate Ship

Shipping package: USPS Flate Rate or Custom Boxes