As a financial advisor, you are always looking for ways to stand out and make a lasting impression on your clients. One way to do this is by sending them occasional unique and meaningful greeting cards.

In a world where everyone sends standard winter holiday cards, consider choosing a less crowded time of year to send your greetings. This will not only make your message stand out, but it will also show your clients that you are thinking of them all year round.

For example, sending a “Happy Spring” card complete with a bulb of your favorite flower is a great way to celebrate the start of a new season and bring some joy to your clients’ lives. This simple gesture will show them that you care about them beyond their financial portfolios and that you are interested in their well-being.

“Happy Halloween” – This is a fun time of year to send a card wishing your clients a spooky and safe Halloween. You can include a Halloween-themed recipe or a fun financial tip related to the holiday.

“Happy Thanksgiving” – Thanksgiving is a time to reflect on all the things we are grateful for. You can send a card thanking your clients for their business and wishing them a happy Thanksgiving. You can also include a recipe for a traditional Thanksgiving dish or offer a special discount to show your gratitude.

“Happy New Year” – The New Year is a time for fresh starts and new beginnings. You can send a card wishing your clients a happy and prosperous New Year and offer advice on how to achieve their financial goals for the coming year.

Another option is to send a “Happy Fourth of July” card with your favorite barbecue recipe. This card not only celebrates a patriotic holiday, but it also provides a fun and tasty idea for your clients to try. It’s a great way to bring some lightheartedness to the usually serious subject of finance.

Sending holiday greetings at less crowded times of year can also make it easier for your clients to focus on your message. With fewer cards in their mailbox, they are more likely to give your card the attention it deserves. This is also a good opportunity to include a personalized message, offer a special discount, or promote a new product or service.

Sending holiday greetings at an obscure time of year is a great way to make a lasting impression on your clients and show them that you are thinking of them all year round. 

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THE BOTTOM LINE:

So, instead of sending the standard winter holiday greetings, consider choosing a more unique time of year to make your message stand out.