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Top Gifts for Financial Advisors This Holiday Season


The holiday season is a time of giving, and what better way to show your appreciation for the financial advisors in your life than with the perfect gift? Whether it’s something small to show your gratitude or something to make their job a little easier, we’ve rounded up the top gifts to give a financial advisor this holiday season.

1. AirPod Pro 2 ($249)

Wirefree and a great companion whether you are commuting, in the office, or on a walk. The convenience of being able to quickly switch between devices and having the ability to access Siri is also beneficial. They are compact, lightweight, and come with a charging case, making them a great gift for any financial advisor who is always on the go.

2. Kitces.com Membership ($149)

Michael Kitces is a renowned financial advisor and researcher who provides comprehensive education on the latest financial planning topics and trends. He’s the preeminent trusted resource in the advisory profession, and a membership grants subscribers access to the latest research, insights, and market commentary from Michael and his team of experts. Plus, subscribers get discounts on webinars, conferences, and other events.

3. Kindle Paperwhite ($149)

With 10 weeks of battery life, a back-lit glare-free display, and access to millions of books, the Paperwhite is the perfect reading companion. Even better, it offers financial and business magazines and newspapers, allowing financial advisors to stay up-to-date on the latest industry news.

4. Vuori Joggers ($35-$98)

Give the gift of comfort with Vuori, a Riskalyzer favorite clothing brand. We’re big fans of the joggers, but they offer a range of items from shorts, athletic jackets, and sweatpants to t-shirts, and swim trunks. Whether your advisor is a fitness enthusiast, or simply likes to lounge, Vuori can’t be beat.

5. The Psychology of Money ($15)

The Psychology of Money by Morgan Housel looks at the history, behavior, and culture of wealth, as well as the personal decisions people make when it comes to money. It provides readers with valuable insights into how to make intelligent financial decisions and make better sense of one of life’s most important topics.

6. Google Nest Hub Max ($174)

Help your favorite financial advisor stay organized, save time, and access information quickly all through the power of voice. With the Google Nest Hub Max, you can set reminders, make and receive calls, get answers to questions, play music, access calendars and tasks, and control smart home devices. It also integrates with many popular business tools such as Google Calendar, Google Drive, Dropbox, Slack, and more. With Google Home, financial professionals can stay on top of their tasks and stay connected with what matters most.

7. A Financial Art Piece by Carl Richards ($100)

Carl Richards is a financial planner and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010. His work is an excellent gift for financial advisors because it is a meaningful way to show appreciation for their passion and expertise, and looks great in any office. His art pieces are also visually stunning and serve as a beautiful reminder of the importance of financial planning.

8. Ooni Pizza Oven ($349)

Turn up the heat. An Ooni pizza oven is an excellent addition to any businessperson’s kitchen or outdoor space. It’s a great way to provide the financial advisor in your life with delicious and unique pizza options. The ovens are portable, easy to use and maintain, energy efficient, and cook pizzas in just minutes. Plus, they have generated a great deal of positive word-of-mouth advertising, and rave reviews from satisfied customers.

9. Donation to Invest in Others (any amount)

Invest in Others empowers the financial services industry to use its resources to create social good by providing grants to charitable organizations, recognizing the industry’s commitment to philanthropy, and inspiring other firms to become involved. By making a tax-deductible donation in honor of your financial advisor, you can help Invest in Others continue to provide grants, promote awareness, and create a lasting impact on the underserved communities they partner with across the country.

10. Ticket to Fearless Investing Summit ($599)

Conferences are valuable to financial professionals for a variety of reasons including obtaining necessary continuing education credits, networking with other professionals in the field, and staying up-to-date on the latest trends and strategies in the financial services industry. By giving the gift of a ticket to the Fearless Investing Summit, financial advisors have the resources to continue to provide the best advice and service.