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.

Headset

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  Outdated or inaccurate marketing materials can create the impression of an out of touch office rather than the forward-thinking financial brokerage that clients are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 www.joinsummit.com 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.

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