Thanksgiving Client Ideas for Financial Advisors 

Thanksgiving Client Ideas for Financial AdvisorsSimple ways financial advisors can build closer ties with clients

The holiday season is swiftly approaching, presenting the ideal opportunity for financial advisors to strengthen their relationships with their clients. Showing your appreciation with a personalized greeting or a tasteful, memorable gift can help differentiate your practice, especially if you can find a way to make a lasting impression.  Family concerns and holiday festivities can turn the weeks between Thanksgiving and the New Year into a whirlwind of activity for your clients, so sending your well-wishes in time for Thanksgiving can help your efforts stand out.  Finding the right Thanksgiving client idea to make an impression can be difficult for a financial advisor, so we’ve come up with some suggestions that may help. 

Tap into the warm feelings of family and Thanksgiving traditions with the gift of a fresh-baked pie from a superb local bakery. With a little work, you can adjust the delivery method to reflect your relationship with each of your clients. You can send a personalized card that thanks clients for their trust in allowing you to help plan for their future. Offer to take one holiday chore off their hands, by inviting them to reserve a pie for their Thanksgiving feast. You will have the pie waiting, fresh and delicious at your office, for clients to pick up the Wednesday morning before the holiday break. You should have a warm holiday drink waiting, to encourage clients to socialize when they arrive.

Another option is to schedule a pie delivery, directly from the bakery to your clients, scheduled to arrive the day before Thanksgiving, to ensure your gift will become a part of their holiday festivities. Hand-deliver your pies to your very special clients, for a personal touch, to let them know just how much their business is appreciated.

Holiday wreaths and centerpieces also make wonderful Thanksgiving gifts from a financial advisor. Wreaths, in particular, are an ideal appreciation gift. Once your clients place them on their doors or mantles, these winter decorations serve as a fragrant reminder of your “evergreen“ support. They are a welcome, unobtrusive way to keep your financial agency top-of-mind for the entire holiday season.

Philanthropic gifts allow a financial advisor to show appreciation for clients in a way perfectly aligned with the spirit of Thanksgiving. There are several organizations which offer charity gift cards recipients can use to support the cause of their choice. This gift is the perfect choice for your clients who “have it all,” giving you a meaningful way to show your appreciation for their trust by helping them to further their philanthropic goals.

If you are aware of a charity that is of particular importance to one of your clients, make a donation to the cause as your holiday gift. This demonstrates your  awareness of your client’s interests and that you are actively working to support their objectives.

Taking the initiative to start your holiday gift giving on Thanksgiving can go a long way towards building strong relationships with your clients. Whether you share the cherished holiday traditions of pies, centerpieces and wreaths, engage in philanthropic giving, or choose some other method of showing your appreciation, reaching out to your clients on Thanksgiving is a great way to let them know just how much you value their trust.

For more information on Summit Brokerage Services, visit www.joinsummit.com or contact us at (800) 354-5528. 

 

Summit Brokerage Services is part of Cetera Financial Group, RCS Capital Corporation’s (NYSE: RCAP) retail investment advice platform.

This blog and website are for informational, educational and discussion purposes only, and the owner of this blog makes no representations as to the accuracy or completeness of any information on this site or found by following any link on this site. Summit Brokerage Services, Inc., Summit Financial Group Inc., and any of their affiliated entities and principals are not a law firms or an accounting firms, or substitutes for an attorney or accountant. Although topics may be discussed on this blog that may involve legal, accounting, or investment issues, nothing on this blog shall be deemed to constitute the practice of law, legal advice, investment advice, and/or tax advice. Summit Brokerage Services, Inc., and its affiliates do not, and cannot provide any kind of advice, explanation, opinion, or recommendation about possible legal rights, remedies, defenses, options, selection of forms or strategies. The content on this blog is “as is” and carries no warranties. You should consult an experienced professional regarding tax consequences of specific transactions.

No reader should act in reliance on anything discussed in this blog without prior consultation with a licensed professional who is qualified to evaluate the reader’s individual facts and circumstances and offer an informed professional opinion with respect thereto. If any reader takes action or makes decisions based solely on the information on this blog without prior consultation with a qualified, licensed professional, the reader does so at his or her own risk and agrees that Summit shall have no liability resulting from such unilateral action or decisions by the reader.

Summit makes every effort to provide accurate and truthful information in its posts on this blog, but in no way expressly or impliedly warrants or guarantees the accuracy of its postings and/or the information posted here by others. All information is believed to be from reliable sources, however we make no representation as to its completeness or accuracy.

Summit may, on occasion, post links to information maintained on other websites. Such links and the information thereon are not under Summit’s control.  The mere appearance of a link to a third party site does not mean that Summit has undertaken a review or approval of the link and/or its contents.  Readers must treat information from third party links at the reader’s own risk, and Summit accepts no liability with respect to such third party information. Please note that the third party’s privacy policy and security practices may differ from Summit Brokerage Services, Inc., Summit Financial Group, Inc. and its subsidiaries’ standards. We assume no responsibility for nor do we control, endorse or guarantee any aspect of your use of the linked site.

Stay Connected

Personalized Industry Newsfeed For You

Thank you. You are now subscribed.

Close