{"id":2509,"date":"2019-10-23T18:11:22","date_gmt":"2019-10-23T18:11:22","guid":{"rendered":"http:\/\/tisbestorg.flywheelsites.com\/blog\/?p=2509"},"modified":"2021-11-03T15:33:42","modified_gmt":"2021-11-03T22:33:42","slug":"holiday-gift-ideas-financial-advisors","status":"publish","type":"post","link":"https:\/\/www.tisbest.org\/posts\/holiday-gift-ideas-financial-advisors\/","title":{"rendered":"Holiday Gift Ideas for Financial Advisors"},"content":{"rendered":"\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"441\" src=\"https:\/\/www.tisbest.org\/blog\/wp-content\/uploads\/2019\/10\/bow-boxes-celebration-1303087-1024x441.jpg\" alt=\"Charity Gift Card Ideas\" class=\"wp-image-2512\" srcset=\"https:\/\/www.tisbest.org\/wp-content\/uploads\/2019\/10\/bow-boxes-celebration-1303087-1024x441.jpg 1024w, https:\/\/www.tisbest.org\/wp-content\/uploads\/2019\/10\/bow-boxes-celebration-1303087-300x129.jpg 300w, https:\/\/www.tisbest.org\/wp-content\/uploads\/2019\/10\/bow-boxes-celebration-1303087-768x331.jpg 768w, https:\/\/www.tisbest.org\/wp-content\/uploads\/2019\/10\/bow-boxes-celebration-1303087-1536x661.jpg 1536w, https:\/\/www.tisbest.org\/wp-content\/uploads\/2019\/10\/bow-boxes-celebration-1303087-2048x881.jpg 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n\n<p class=\"p1\"><span class=\"s1\">You feel you know your clients fairly well. They\u2019ve trusted you with their investments, goals, and more. When the holidays come around, of course, you want to thank them for this relationship and for choosing you. <\/span><\/p>\n\n\n\n<p class=\"p1\"><span class=\"s1\">At TisBest we have been working with Advisors, Planners, and Insurance Agents for over a decade to provide a gift idea that works for virtually every type of client or partner, and for you the gift giver.<span class=\"Apple-converted-space\">&nbsp; <\/span>Our charity gift cards offer a flexible experience for both the gifter and the giftee. <\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span style=\"font-weight: 400;\">Benefits of Charity Gift Cards<\/span><\/h2>\n\n\n\n<p class=\"p1\"><span class=\"s1\">Charity gift cards are gifts you can give to your clients. Each card comes preloaded with the amount you decide. Once you have gifted it, your client can choose from more than 1.5 million charities. Depending on the amount, they can pick multiple charities or just one. From there, TisBest distributes the donation to the chosen charity.<\/span><\/p>\n\n\n\n<p class=\"p1\"><span class=\"s1\">Here are a few reasons this is a great gift decision for <a href=\"https:\/\/www.tisbest.org\/business-solutions\/financial-advisors\/\">financial advisors<\/a>.<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong><span class=\"s1\">1. Convenience &#8211; Purchase 24\/7<\/span><\/strong><\/h3>\n\n\n\n<p class=\"p2\"><span class=\"s1\">Whether you\u2019re a planner or a last-minute procrastinator, TisBest cards can be purchased several months out or just a few moments before. Our gift cards can be given in <a href=\"https:\/\/www.tisbest.org\/shop\/\"><span class=\"s2\">three forms<\/span><\/a>. <\/span><\/p>\n\n\n\n<p class=\"p2\"><span class=\"s1\"><span class=\"Apple-converted-space\">&nbsp; &nbsp; &nbsp; <\/span>1. <strong>Biodegradable Gift Card<\/strong> &#8211; mailed to you or directly to your recipient<\/span><\/p>\n\n\n\n<p class=\"p2\"><span class=\"s1\"><span class=\"Apple-converted-space\">&nbsp; &nbsp; &nbsp; <\/span>2. <strong>Email Gift Card<\/strong> &#8211; sent directly to your recipient on a specific date<\/span><\/p>\n\n\n\n<p class=\"p2\"><span class=\"s1\"><span class=\"Apple-converted-space\">&nbsp; &nbsp; &nbsp; <\/span>3. <strong>Printer<\/strong> &#8211; sent to your own email for printing<\/span><\/p>\n\n\n\n<p class=\"p4\"><span class=\"s1\">Then choose an image for this customized gift card and specify the $ amount you want to give. The process is easy and takes a minimal amount of time. If you have a large list, do not hesitate to reach out to our <a href=\"mailto:BusinessSales@tisbest.org\">customer service department<\/a> to help you out.<\/span><\/p>\n\n\n\n<h3 class=\"p4 wp-block-heading\"><strong><span class=\"s1\">2. Your Brand Gives Back<\/span><\/strong><\/h3>\n\n\n\n<p class=\"p4\"><span class=\"s1\">We all know the holidays are about giving back to those in need. With our charity gift cards, not only do you feel great about your \u201cgift\u201d to your clients, but your clients will feel great about giving back either to a <a href=\"https:\/\/www.tisbest.org\/charities\/\"><span class=\"s2\">local organization, national foundation, or international group.<\/span><\/a> Your clients will also feel good about the decision to work with a financial advisor who is conscious of their community. <\/span><\/p>\n\n\n\n<h3 class=\"p4 wp-block-heading\"><strong><span class=\"s1\">3. Food for the Soul, Not for the Waistline!<\/span><\/strong><\/h3>\n\n\n\n<p class=\"p2\"><span class=\"s1\">TisBest is not another fruitcake! This may not trigger everyone, but sometimes, the holidays are stuffed with sweets, treats, and overindulgence. By giving a gift card to use for a charity, you aren\u2019t making your clients feel bad about their waistline or that they don\u2019t have time to hit the gym after eating a whole tin of cookies.<\/span><\/p>\n\n\n\n<h3 class=\"p2 wp-block-heading\"><strong><span class=\"s3\">4. Easy FINRA Compliance<\/span><\/strong><\/h3>\n\n\n\n<p class=\"p2\"><span class=\"s1\">Finding a gift that works across all of your clients can be difficult. You don\u2019t want to add to that the dollar caps on gifting, and the duty to track and document each gift, under FINRA regulations\u00b9.<span class=\"Apple-converted-space\">&nbsp;<\/span><i>Guess what?<\/i> TisBest Charity Gift Cards are fully exempt from FINRA regulations!<span class=\"Apple-converted-space\">&nbsp; <\/span>For more on FINRA compliance, <strong><a href=\"https:\/\/www.tisbest.org\/wp-content\/uploads\/2021\/04\/2019_TisBest_FINRA_Statement.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">click here to download our analysis<\/a>.<\/strong><\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span style=\"font-weight: 400;\">Start Customizing Your Holiday Gift<\/span><\/h2>\n\n\n\n<p class=\"p1\"><span class=\"s1\">Whether you have one client or hundreds, make this year\u2019s client thank you gift simple for you and impactful for your client. Pick from different designs, <a href=\"https:\/\/www.tisbest.org\/business-solutions\/branded-redemption\/\"><span class=\"s2\">customize with your logo<\/span><\/a>, and load whatever amount you\u2019d like on the cards. Our TisBest team is here &#8211; speak to a real person &#8211; to help you throughout the process. Most of all, we hope you see the smiles on your clients\u2019 faces when they receive this unique gift.<\/span><\/p>\n\n\n\n<p class=\"has-text-align-center\"><a style=\"display: inline-block; padding: 12px 24px; border: 0; border-radius: 6px; letter-spacing: 0.0625em; font-size: 16px; background: #6ec5a2; color: #fff; text-decoration: none; margin: 30px 0px;\" href=\"https:\/\/www.tisbest.org\/shop\/\" target=\"_blank\" rel=\"noopener\">Shop Gift Card Options<\/a><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">1<a href=\"https:\/\/www.finra.org\/rules-guidance\/rulebooks\/finra-rules\" target=\"_blank\" rel=\"noreferrer noopener\">FINRA Rules<\/a>&nbsp;which states the cap should be $175 per inflation.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>You feel you know your clients fairly well. They\u2019ve trusted you with their investments, goals, and more. When the holidays come around, of course, you want to thank them for this relationship and for choosing you. At TisBest we have been working with Advisors, Planners, and Insurance Agents for over a decade to provide a&#8230;<\/p>\n","protected":false},"author":7,"featured_media":2512,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"rop_custom_images_group":[],"rop_custom_messages_group":[],"rop_publish_now":"initial","rop_publish_now_accounts":[],"rop_publish_now_history":[],"rop_publish_now_status":"pending","_kad_blocks_custom_css":"","_kad_blocks_head_custom_js":"","_kad_blocks_body_custom_js":"","_kad_blocks_footer_custom_js":"","_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"_kad_post_classname":"","footnotes":""},"categories":[6,8],"tags":[52,62,63,64],"class_list":["post-2509","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-TisBest-gift-ideas","category-holidays","tag-charity-gift-cards","tag-financial-planner-gifts","tag-gifts-for-charity","tag-holiday-gift-ideas"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - 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