Retirement Planners: Some Wonderful Virtual Gift Basket Ideas for Your Clients
When clients consult you to secure their future with retirement planning guidance, your approach to their concerns and knowledge helps win their confidence. However, this relationship is strictly professional. You still need to do more to create a strong bond with them. It starts with genuinely investing yourself in their interests and needs. These minute details enable you to recommend better retirement solutions for them. At the same time, your awareness of their needs makes them realize you care for them. How do you show you are committed to them? Implementing retirement planning strategies for them is one thing. That’s your job. But gifting them something thoughtful on a special occasion is a more personalized way of expressing you understand their needs well.
Retirement planning companies like Aleph Retirement Planners in Canada take every step to nurture their bond with clients. If you also want to surprise your clients, consider sending them specially curated virtual gift baskets. Here are a few suggestions.
- Digital gift baskets for pre-retirees and retirees
You can narrow your options to different categories to create a perfect gifting experience. Typically, corporate houses follow themes like health and fitness, travel & adventure, financial wellness, relaxation and wellness, etc. Explore these options depending on the personality of your clients. If you want to do something safe, send them a financial wellness gift basket to help them throughout their retirement planning phase and beyond. The basket can contain free access to webinars that emphasize estate planning, social security, etc. E-books on financial literacy, budgeting tools for retirement income management, and other such things can go into the basket.
Another easy choice is a travel and adventure gift basket, as most people love travelling. You can include live-streaming wildlife safari links, virtual museum and national park tours, e-gift cards from popular airline or tour sites, digital travel destination guides, advanced itinerary planning apps, and more. People often plan for long tours post-retirement. Clients must have shared details with you regarding the lifestyle they wish to lead after retiring so you can help them save more. Hence, insights from those discussions can be used to enable them to take a step closer to their travel planning.
Furthermore, a relaxation and wellness gift basket can contain e-gift cards for virtual yoga classes for seniors, spa treatments, mindfulness digital guides, subscriptions to streaming services for entertainment and knowledge, online recipe cards, etc.
- A few additional insights
Most of these corporate gifting ideas for clients work when presented the right way. It takes a little effort, but the results can be excellent. You can send these virtual gift baskets through emails highlighting your association with them. Add simple lines like “We’re here to make your new chapter of life most memorable,” “Let’s make your retirement journey as sweet as your dreams,” etc.
You make clients every day. However, earning their trust and sustaining a strong relationship is not easy. They come to you seeking help with the most sensitive phase of their lives—retirement. Gifting them something that aligns with their dreams or interests makes them feel special. It also fills them with confidence that they will have a satisfying retirement life ahead.
