Welcome back to Lending Leadership: The Creative Brief. Today, we're diving into the festive season with a special focus on holiday gifting. As the holidays approach, it's crucial for businesses to think ahead and plan thoughtful gifts for their team, clients, and business partners. It's not just about the act of giving, but how you can leverage holiday gifts as a powerful marketing tool to build and maintain relationships.

In this episode, we're excited to walk you through the ins and outs of holiday gifting with great enthusiasm (and some festive spirit!). We share valuable tips on everything from creating a gift list to choosing unique and personalized gifts that will make your contacts feel appreciated.

Key Takeaways:

Plan Ahead: Start your holiday gift planning early to avoid last-minute stress and ensure your gifts stand out amid the holiday buzz. Use a well-organized approach to segment your recipients and tailor your gifts accordingly.
Personalization Matters: Thoughtful, personalized gifts show your clients and partners that you pay attention to their interests and preferences. This can range from custom sneakers reflecting a hobby to strategic donations to their favorite charities.
Creative Gift Ideas: Utilize platforms like Bluemountain.com for personalized e-cards, and consider traditional yet elegant options like Harry and David’s. Customize your gifts to make them unique and memorable.
Follow-Up Is Crucial: A follow-up message after the holidays can help reinforce the connection made with your gift. Use this opportunity to plan further engagements, such as a coffee meeting or personal catch-up.
Think Beyond Holidays: Don't be afraid to break away from the holiday noise by sending New Year’s gifts or cards. This can distinguish your gesture in a less saturated timeframe and keep the connection warm into the new year.

We hope you found these tips helpful and inspiring. Start planning now to make this holiday season meaningful for your business relationships. Thank you for tuning in to Lending Leadership: The Creative Brief. Please like, share, and subscribe for more insightful episodes. Happy (early) holidays!

Rach & Rinn

Holiday Gifting for Mortgage Officers: Creative Ideas to Show Your Contacts You’re Thinking of Them

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