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 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.

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