A client gifting strategy, such as sending personalized gifts to clients for special occasions in their life, can help them know they have a bespoke and personal service. Milne shares how you can put careful thought into who your clients are as people and how applying that understanding can lead to meaningful gifts, reactions and relationships.
Elaine Milne, Dip PFS, has been in the financial services profession for 28 years and is the director of her own successful financial planning practice. She has spoken frequently at MDRT events in various countries as well as on Main Platform at the 2019 MDRT Annual Meeting. She is an Excalibur Knight of the MDRT Foundation and was proud to serve on the Board of Trustees from 2019-2022. As 2025-2026 president of her local Rotary Club, Milne enjoys participating in a variety of charitable endeavors.
