Gifts for Clients - Desk Plates for Financial Advisors
You manage people's life savings, calm them when markets crash, and somehow explain why they shouldn't panic sell at the worst time.
Why This Works
Financial advising is part therapist, part mathematician, part fortune teller. You carry client anxiety about their futures.
That generic nameplate on your desk says 'Account Manager' but your soul says 'Professional Email Ignorer.' Our desk plates bridge that gap. They're the perfect blend of professional enough to stay on your desk and honest enough to make your coworkers snort-laugh. Finally, a nameplate that tells the truth.
What You Get
- -Premium acrylic that looks expensive but costs less than your therapy
- -Sleek design that fits any desk setup from corner office to closet office
- -Easy-clean surface because coffee accidents happen
- -Subtle enough to survive management walkthroughs
Perfect For
- Office decor with personality
- Water bottles at meetings
- Laptops with flair
- Gifts for advisors
- Client meeting rooms
- Personal gear
Things to Consider for Clients
- *Check their company's gift policy—many have strict limits ($50-100 is common)
- *Avoid anything that requires them to disclose receiving it to their compliance team
- *Multiple stakeholders? Equal gifts or nothing—don't pick favorites in their org
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Related Professions
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Frequently Asked Questions
- Are these about market crashes?
- Some reference volatility. We've all been there.
- Do you cover different advisor types?
- RIAs, wirehouse, independent - building content.
- Are these client appropriate?
- Some are, some are office-only.
- Can CFPs enjoy these?
- Absolutely. All financial professionals welcome.