Jun 9 (edited) • Questions
Gifts for Grads?
I'm curious if anyone gives gifts to clients' kids who are graduating high school and/or college as a way to get your name in front of the kids, help them start to understand some basic financial planning concepts, and build goodwill with your clients?
If so, what gift(s) do you give?
I'm especially interested in what books you might be giving. Two I'm considering are:
• Get a Financial Life: Personal Finance in Your Twenties and Thirties
• The Index Card: Why Personal Finance Doesn't Have to Be Complicated
Thanks in advance!
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6 comments
Jason Hurwitz
4
Gifts for Grads?
RIA Operators
skool.com/ria-os
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