One of the most unique ideas an advisor shared with me was custom-branded maple syrup for clients, paired with a cooking and tasting experience. The event featured brunch, complete with maple syrup party favors and an elegant recipe handout created by the firm’s team. It was entirely family-friendly, offering a fun and meaningful way to connect with clients and their loved ones—a great touchpoint for engaging the next generation! And who doesn’t love brunch with friends? The recipe booklet and maple syrup also had staying power, leaving a lasting impression in the kitchen—a place we all frequent.

If that’s a little heavy on the planning side, specialty spices or infused oils are a fantastic gift for someone who loves cooking. Not only are they practical, but they’re also a tasteful nod to their passion.

A Custom Experience

Instead of a physical gift, why not offer an experience they’ll remember? Book a professional photographer for updated family photos or headshots—perfect for the business owner or family member who hasn’t updated their portraits in years.

Another unique idea? Tickets to a community nonprofit gala, concert, or sporting event. Being native to Arizona, my top pick for advisors is The Phoenix Open PGA event or something similar. It’s a coveted ticket and a business development driver with tons of networking opportunities. Plus, it’s outdoors and the top-attended event on tour, making it appealing to a broad audience.

Personalize Everything

Customized gifts always make a big impact. For business owners, think of branded items like tumblers, notebooks, or even a sleek desk organizer with their logo. For families, monogrammed blankets, cutting boards, or holiday ornaments are both useful and heartfelt. Personalization transforms an ordinary gift into something special.

A Tried-and-True Classic

Brain games, puzzles, or board games are always a hit. Choose a high-quality wooden puzzle, a game that sparks creativity, or something interactive that brings people together during the holidays. These gifts encourage connection and a bit of healthy competition!

The Charity Factor

Let’s not forget that many clients of financial advisors are likely in a solid financial position. With that in mind, consider a gift that supports a cause close to their hearts. Contributing to a charity, funding an educational scholarship, or helping enhance their charitable footprint can be incredibly meaningful. One of our brand values is to “give and give more,” a sentiment we often find shared by our community. Even offering pro bono services to a family in need can make a powerful impact.

Giving back is perhaps one of the most popular end-of-year gifts, and in my humble opinion, it never goes out of style!

The Best Gifts Are Thoughtful

At the end of the day, it’s the thought behind the gift that counts. These ideas blend personalization, practicality, and creativity, making them perfect for anyone on your list. A personal favorite of mine is gifting fresh citrus grown right in my yard. (In fact, the first reader to message me after reading this will get a shipment straight from the Coulter household to yours!)

Happy gifting!