Last week I suggested that calling clients makes good business sense.
This week I’m happy to say that some financial planners are going above and beyond by sending Christmas cards to clients and providing them with a final newsletter with financial tips over Christmas and generally letting them know their financial planners own plans for the holiday season.
It’s certainly connecting with your clientele that is repeatedly affirmed as essential to building your business and profitability.
It’s not hard. The note needs just to say –
A note at this time this makes your client think of you in what is essentially a personal family time. You are building a relationship by participating with them as a trusted adviser during this time. You are not asking for anything – just giving of your thoughts and expertise. This can only bring good returns in the new year.
Most clients have a personal email address for you to use. They are likely to be checking emails right up until Christmas. You still have the best part of a week to wish them and have them thinking of you again.
Start drafting and good luck.
If you can’t manage it by Christmas, start the new year with a welcome to 2011. Provide a few tips of getting through the holiday season – get them tracking back to budget. Provide a call to action and once again emphasise your value to them and more broadly the value of advice.
That’s all folks for 2010.
