CPA Referral Idea/COI Nurture

In Episode #011 of The Efficient Advisor Podcast, guest Michelle Klisanich and I talked about how to nurture and spoil our Centers of Influence.

With tax season right around the corner, Michelle shared a Surprise & Delight idea that she is implementing this tax season. And, you know me, when I see a good idea...I have to share it!

Create a fun gift to keep you top of mind this tax season!

A coffee mug filled with Lindt truffles, a bottle of whiskey with a fun glass, and other unique CPA gifts are sure to make your COI smile and think of you as they are doing their grueling taxes this year.

Click each item below to find it on Amazon!

Disclaimer: Some of these links may contain affiliate links and The Efficient Advisor might get a little something-something if you make a purchase. But rest assured, I'd never recommend something I don't love and the few pennies per product are never worth damaging my reputation!

CPA Referral Idea/COI Nurture

Create a fun gift to keep you top of mind this tax season!

Disclaimer: Some of these links may contain affiliate links and The Efficient Advisor might get a little something-something if you make a purchase. But rest assured, I'd never recommend something I don't love and the few pennies per product are never worth damaging my reputation!

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