Show notes
On episode 303 of Take Flight Weekly, I walk you through one of the most overlooked yet powerful opportunities in our relationship business—holiday gifting and handwritten notes.Every advisor knows they should send something during the holidays, but few do it strategically. The difference between an average gesture and a lasting impression comes down to timing, thoughtfulness, and execution. This isn't about spending more money; it's about being intentional.Your goal isn't to impress—it's to ...



