Gift Ideas for Financial Brokers

Gift Ideas for Financial BrokersGifts that will help brokers work more productively

Are you searching for gift ideas for the special financial advisor in your life? Maybe you’re looking for a gift for yourself. Instead of going for golf clubs or clothes, this year, give the gift of time. There are a number of tech gifts that can help financial brokers work faster and smarter, so they can get through their work load quickly and truly relax during leisure time. With Cyber Monday deals upon us, prices are low and it’s the perfect time to pick up these tech gifts. We’ve included a mix of gifts that require a little planning time, and ones that will work well even for time-pressed shoppers looking for a last-minute present.

Happy shopping!

Second Computer Screen

Researchers at Microsoft have found that adding more screen space with multiple monitors can increase productivity by anywhere from 9 to 50 percent. The additional screen space also improved users’ memory and recall. Prices have come down drastically on sharp, crystal clear displays, making this the ideal time to pick up a second or even third computer screen for the financial counselor in your life.

Phone System

Clear communication with clients is critical for financial advisors, so a new office phone system could be the perfect gift this holiday season. The latest virtual phone systems and cloud–based or self-hosted VoIP systems make it affordable for even small, independent financial brokerages to have a full-featured phone system without having to purchase and maintain the expensive hardware required by landline-based systems.


Enable your financial advisor to get a jump-start on the day’s business with a Bluetooth headset that enables hands-free communication in the car, home, and office.  There’s a wide range of prices and options, so you’re certain to find something that fits your budget.

Marketing Material Upgrade

Financial clients are looking for advisors that can provide them with the latest, most accurate market information.  Outdated or inaccurate marketing materials can create the impression of an out of touch office rather than the forward-thinking financial brokerage that clients are searching for. Upgrading your financial advisor’s marketing material gives him or her the chance to deliver fresh, relevant information on the latest offerings to prospective and current clients.

Internet Upgrade

An Internet upgrade will make your financial counselor’s entire workday more productive and enjoyable. Offices that have slower-speed bandwidth have to deal with a daily hassle of costly interruptions and delays from slow-loading pages and crashes. An Internet upgrade will improve workload and help your financial counselor to succeed, enabling him or her to engage in video teleconferencing without freezes or delays, email large data files without lag time, and multi-task online without a slowdown of speed.


For more information on Summit Brokerage Services, visit or contact us at (800) 354-5528.

Summit Brokerage Services is part of Cetera Financial Group, RCS Capital Corporation’s (NYSE: RCAP) retail investment advice platform.

This blog and website are for informational, educational and discussion purposes only, and the owner of this blog makes no representations as to the accuracy or completeness of any information on this site or found by following any link on this site. Summit Brokerage Services, Inc., Summit Financial Group Inc., and any of their affiliated entities and principals are not a law firms or an accounting firms, or substitutes for an attorney or accountant. Although topics may be discussed on this blog that may involve legal, accounting, or investment issues, nothing on this blog shall be deemed to constitute the practice of law, legal advice, investment advice, and/or tax advice. Summit Brokerage Services, Inc., and its affiliates do not, and cannot provide any kind of advice, explanation, opinion, or recommendation about possible legal rights, remedies, defenses, options, selection of forms or strategies. The content on this blog is “as is” and carries no warranties. You should consult an experienced professional regarding tax consequences of specific transactions.

No reader should act in reliance on anything discussed in this blog without prior consultation with a licensed professional who is qualified to evaluate the reader’s individual facts and circumstances and offer an informed professional opinion with respect thereto. If any reader takes action or makes decisions based solely on the information on this blog without prior consultation with a qualified, licensed professional, the reader does so at his or her own risk and agrees that Summit shall have no liability resulting from such unilateral action or decisions by the reader.

Summit makes every effort to provide accurate and truthful information in its posts on this blog, but in no way expressly or impliedly warrants or guarantees the accuracy of its postings and/or the information posted here by others. All information is believed to be from reliable sources, however we make no representation as to its completeness or accuracy.

Summit may, on occasion, post links to information maintained on other websites. Such links and the information thereon are not under Summit’s control.  The mere appearance of a link to a third party site does not mean that Summit has undertaken a review or approval of the link and/or its contents.  Readers must treat information from third party links at the reader’s own risk, and Summit accepts no liability with respect to such third party information. Please note that the third party’s privacy policy and security practices may differ from Summit Brokerage Services, Inc., Summit Financial Group, Inc. and its subsidiaries’ standards. We assume no responsibility for nor do we control, endorse or guarantee any aspect of your use of the linked site.

Stay Connected

Subscribe to Summit Brokerage

Personalized Industry Newsfeed For You

Thank you. You are now subscribed.


Thank you. We will get in touch with you shortly.