Personalize the message
For financial advisors, holiday greetings provide a unique opportunity to connect with clients without a specific agenda. According to Jordan Grenadier Murphy, a strategic messaging and brand consultant, sending personalized messages can have a lasting impact on client relationships. Advisors can go beyond a simple greeting by including valuable information, such as an end-of-year checklist to optimize investments.
Timing is Key
David Miller, founder of Rule72 Financial, emphasizes the importance of timing in holiday greetings. While December is for appreciation, January is for clarity and planning. By sending quarterly updates in the new year, advisors can maintain engagement with clients throughout the year.
Let’s get physical
Jo Hayes, an etiquette and relationship consultant, suggests that financial advisors opt for physical holiday greetings instead of digital ones. Sending a high-quality card with a personalized message demonstrates effort and thoughtfulness, strengthening client relationships. Hayes advises advisors to avoid generic cards and add a handwritten note for a personal touch.
Going beyond the card
To show appreciation for clients, Hayes recommends sending quality gifts such as gift baskets filled with gourmet treats. These gestures of generosity convey gratitude and goodwill towards clients. Miller shares that his firm sends curated gifts like chocolate bark to clients, which are well-received and appreciated. Including a personalized message adds a personal touch to the gift.
