Matthew's Mind

Your wings already exist. All you have to do is fly.

We all appreciate gifts – birthday gifts, holiday gifts, congratulations gifts. But the downside of them is they’re expected. Cakes, wrapping paper and the annual traditions seems to jade us a bit. So during those times, the “ordinary” gifts become forgotten, and even the unique and memorable ones fade away.

Tell me, what gift(s) did you receive for your birthday two years ago?

But then there’s “Just Because” gifts. They show up for no reason, unexpectedly. Just like what I got in the mail today. It’s a normal Monday, with no giftable holiday in sight. But the UPS package I got, from a business partner and very close friend, will leave an impression for a long time! (As a matter of fact, there’s a good chance I’m going to steal this idea and use it!)

You couldn’t do this better if you tried! The combination of Cathy’s no-reason timing, personal story wrapped inside & very thoughtful words won’t fade. Thank you Cathy.

Here, take a look:

coffee piccard frontcathy letter

How could you use this? With clients? With friends? Who wouldn’t appreciate a “Just Because” gift; with your personal story and thoughtful words inside?

Make this happen.

You’re the best Cathy…


Federal law, state law and/or insurance carrier requirements may prohibit or place limitations on marketing activities. All producers and investment advisors should be aware of any gifting limitations imposed by federal regulation, state regulation, insurance carriers, broker-dealers and Registered Investment Advisors, as applicable. Investment advisors are strongly encouraged to obtain pre-approval from the broker-dealer and/or Registered Investment Advisor with which they may be affiliated.

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