Relationship Management
The "Perfect" Book
“Independent (1099)” Compensation Formula
"Wirehouse" Compensation Formula
"Independent" Compensation Formula
Client Service Worksheet
Household Profile
Married couples & Domestic Partnerships: One profile for each person.
Client Service Matrix
Religious Holidays
CHRISTIAN
- 65% of all Americans are Christian
- Good Friday
- Commemorates the crucifixion of Jesus Christ
- Easter
- Commemorates the resurrection of Jesus Christ
- Christmas
- Commemorates the birth of Jesus Christ
- Holiest day of the year for Christians
JEWISH
- 2% of all Americans are Jewish
- However, 13% of all New Yorkers are Jewish
- Rosh Hashanah
- New Year
- Yom Kippur
- Day of Atonement
- Holiest day of the year for Jews
- Sukkot
- Feast of Tabernacles
- Joyful Day - Celebrate the Harvest
- Hanukkah
- Commemorates the Maccabean revolt against the Seleucid Empire Recapture of Jerusalem
- Festival Lights
MUSLIM
- 1% of all Americans are Muslim
- However, 9% of all New Yorkers are Muslim
- Ramadan
- Muhammad received initial revelations of the Quran
- Holy month of fasting, introspection and prayer
- AI-Hijra
- Islamic New Year
- Marks the end of Mohammad's journey from Mecca to Medina
- Arafat
- Ninth day of Jajj
- Holiest day in Islam
- Muslims around the world gather at mosques for a solidarity prayer
- Day of forgiveness
Gifting Occasions
- Referral (most important)
- Birthday
- Baby (Child / Grandchild)
- Thank You
- Engagement
- Wedding
- Holidays
- Sympathy
- Get Well
- New Home (Primary / Vacation)
- Retirement
- Sold Business
- Child's College Admission Or Graduation
- Grandchild's College Admission Or Graduation
Gift Ideas
It's not how much you spend that impresses a client. It's the element of surprise and the relevancy to your client's interests. Per SEC & FINRA: FAs are allowed to give gifts to their clients assuming they're not excessive; nor quid pro quo. Gift limits apply.
Host Networking Dinner Party
