Does anyone have a national company they love for sending edible client gifts? We've been using iGourmet to send charcuterie to some of our top clients the last few years. However, their prices continue to go up and we are looking at other alternatives to stay within the gifting limit. I loved some of the feedback folks shared on @Kayla Berger's post about client experience and some gifts (Thanksgiving pies, college sweatshirts for parents of new students, etc.) and thought I'd try some sourcing beyond my Google searches.

Do any of your offices offer a 15-Minute Introductory call to prospects to vet them? If so, who is doing that call i.e. the advisor, marketing, operations? Can you also share the questions that are asked on that call? TIA

What are your firms giving to clients when they onboard at the signing? A welcome folder? If so, what are you putting in your welcome folders? TIA 😃

Our firm is focusing this year on ways to elevate our client experience. What are some items your firm does that you believe elevates the overall client experience?

Thank you for the New Hire Workflow and tools. Do you have particular interview questions that have been most helpful for you in assessing if the candidate is qualified for the job you are hiring? Not the standing what's your best/least qualities, but that really drill down on whether the applicant is the right fit?