In today’s environment, organizational resilience has become a cornerstone of success for Fortune 500 companies. These industry giants face a myriad of challenges, from economic downturns to global pandemics. Central to navigating these challenges is the Chief Human Resources Officer (CHRO), whose role is rapidly evolving to play a pivotal part in shaping organizational resilience. In this data-driven blog post, we will explore the key strategies CHROs employ and the impact of their decisions on organizational resilience within Fortune 500 companies.

As the holidays roll in, what better way to spread joy than finding the perfect gifts for your clients and employees? Gift-giving evolves constantly, and our team of experts is here to guide you through the latest and greatest ideas. We’ll share some of the most exciting gifting trends that every company should know for holiday gifting in 2025. Get ready to spread some joy and make your gift-giving extra special this year!

In the financial world, where numbers and data often take center stage, there’s a hidden gem that holds immeasurable value: thoughtful gifting. It’s a practice that goes beyond mere presents; it’s a strategy that can foster deeper connections, nurture loyalty and retention, and pave the way for invaluable referrals.

Nurturing client relationships year-round is critical to retention and referral business. 

As a financial advisor seeking to elevate your client engagement, picture this: what could be more exciting than starting a journey into a new era of elevated client gifting? Gone are the days of guesswork in client gifting – get ready to set up and embrace the game-changing power of gifting logs.

Let’s face it – not everyone is a gift-picking prodigy. In fact, some of us might be quite terrible at it. From sending a steakhouse gift card to a vegetarian, to presenting a disco ball to someone with two left feet, we could all use a little assistance in the gift-selection arena.

In the competitive realm of financial advisory, client engagement stands as a cornerstone of success. But what if we told you there’s a game-changing metric that could redefine your approach?

Getting new clients onboard can be a demanding and energy-intensive task. It requires continuous communication to establish trust and confidence while keeping them engaged during their financial planning journey. Losing their interest could mean losing their business, as highlighted by a wealth management research report, with nearly 40% of clients planning to switch financial advisory firms within three years, with “personal attention” ranking second among their top priorities. That’s where client engagement becomes paramount. Engagement is the core of a solid marketing plan – it’s essential for building those long-lasting relationships with clients. Crafting a perfect engagement strategy, when executed well, will not only help financial advisors generate consistent revenue from existing clients but also has the potential to attract new clients through referrals.

In the ever-changing realm of client and employee engagement, external factors constantly shape and bring exciting changes to the market. Think pandemic, economic fluctuations, technological advancements, and shifting consumer preferences. We all know the wonderful feeling of giving and receiving thoughtful gifts, and to make that magic happen, companies must stay on their toes, keeping track of current consumer trends and market stats. Today, we explore the latest gifting trends, uncovering precious insights from our recent survey of over 500 professionals. Here, we shed light on the psychology behind gift giving and its incredible significance in nurturing client and employee relationships.

In today’s evolving financial advisory landscape, advisors face the challenge of engaging with more discerning and knowledgeable investors. While expertise and positive returns remain vital, clients now seek a personal connection and trustworthiness alongside technical proficiency when choosing their financial planner. Building lasting client relationships requires financial advisors to understand the importance of effective communication and hone their soft skills to foster strong bonds. The industry needs to shift its focus from conventional metrics like satisfaction scores and embrace client engagement as the new benchmark for measuring advisors’ impact. It’s time for a change in how financial advisors establish connections with their clients, opening doors to more productive and satisfying partnerships.