'Tis Better to Give Than to Receive
The article discusses the challenges financial advisors face in expressing gratitude to clients and partners during year-end amid compliance rules and the pandemic, recommending a ThinkAdvisor list of classy holiday gifts under $100 and highlighting how the BasisCode Compliance suite and mobile app help ensure gift-giving stays within firm policies and is easy to manage.
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'Tis Better to Give Than to Receive
Advisor Tech
December 3, 2020
December 3, 2020 07:23 AM
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Year-end is upon us and finding ways to say ‘thanks’ to our clients and partners can be challenging. Given traditional compliance requirements, now coupled with the effects of a global pandemic, many are scratching their heads on just how to show their gratitude. Fear not, a recent ThinkAdvisor article offers a top 10 list of holiday gift ideas, each under $100.
Not sure what you can spend this year? With the BasisCode Compliance suite, compliance teams can easily establish firm limits and employees can easily pre-check activities to ensure they do not violate firm policies – before they use their corporate cards. Additionally, the BasisCode mobile app makes it easy to expense items on the go. Happy gifting!
[View Source Article: ThinkAdvisor]
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