Does anyone have a national company they love for sending edible client gifts? We've been using iGourmet to send charcuterie to some of our top clients the last few years. However, their prices continue to go up and we are looking at other alternatives to stay within the gifting limit. I loved some of the feedback folks shared on @Kayla Berger's post about client experience and some gifts (Thanksgiving pies, college sweatshirts for parents of new students, etc.) and thought I'd try some sourcing beyond my Google searches.

Good morning, @Nikki Whittle 's question this week about Tier 4/Servicing level clients has prompted me to do some crowdsourcing. What best practices/procedures are folks using for clients you're no longer looking to service? Example - account that was opened 10 years ago, significant percentage of balance has been distributed. Based on current account balance, advisor can offer little/no value and client could be served having a retail account and not paying management fees. Now, the account falls significantly below portfolio minimum and advisor's business has continued to grow over time. Client isn't engaged/communicative. Thanks in advance for any thoughts, suggestions, letter templates, etc.

Because we do Simple IRAs, we have a lot of small, under $50k clients. We call them Tier 4 and those we are reactive and send them a letter once a year, identifying their risk tolerance, time, horizon and what portfolio they are in. I'm looking for the best way to get that to the clients by email securely. We use Redtail, we have GReminders, and FMG Marketing Suite. Anyone with any input would be great. Last year I used a plug in for Outlook but it turned the text to rainbow color.

I'm looking for feedback on the use of an activity template vs. workflow in RedTail specifically in small offices. I see huge value in workflows for larger offices where one person takes the call from a client who requests a distribution and someone else is the one to place the trades and someone else actually processes the money movement request, etc.. Does the same value exist for a small office to use workflows? Right now I'm using an activity template with the different pieces in there and think it meets our needs but I also don't want to overlook a feature if it will have a huge impact. Thanks in advance for any feedback!

Does anyone use eMoney for onboarding a client to gather information from the client using the client portal? If so, what are the pros and cons of this that you have found when using it?