Take Flight Weekly  |  Jim Miller
Take Flight Weekly | Jim Miller
Jim Miller
#337: Do You Have a Strategy for Client Gifting and Entertainment?
16 minutes Posted Aug 16, 2026 at 9:00 am.
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Summary This week I did something I have not done on this show before. I brought real research with me. I have been archiving my own thinking and my own data for eight or nine months now, building what people call a second brain, and this is the first time I merged that archive with outside data and pulled it up to the microphone. The subject is client gifting and entertainment. The real question underneath it is whether you have a strategy for it at all. Most advisors do not. They have a ha...