A woman speaking with her advisor

Thanksgiving ‘Thanks’:
Three essentials to follow

Thanksgiving is synonymous with food, family and football. But most of all it’s a time for acknowledging the many people, things, or events in our lives for which we are grateful. Perhaps you’re thankful for your health or your family, a personal accomplishment or goal reached, or maybe it’s your business and professional success from  the past year. 

As a financial advisor, it’s also important to take time to show your gratitude toward your clients for placing their trust and confidence in you to help them in what they value most from their relationship with you – securing and protecting their families’ financial future.

Express your gratitude

When it comes to client appreciation, how can you express your thankfulness at a meaningful and intimate level?  Here’s our Thanksgiving recipe with three steps for a successful client appreciation communication:

When it comes to client appreciation, how can you express your thankfulness at a meaningful and intimate level?  Here’s our Thanksgiving recipe with three steps for a successful client appreciation communication:

Step One:  Timeliness matters

Don’t wait until the end of the year to show appreciation for your clients. Although year-end cards are acceptable, they can get lost in the sea of holiday cards and New Year’s best wishes. Thanksgiving was meant for giving thanks and it shows a real dedication and commitment to your clients that you would think of them during this season of thankfulness and appreciation.

Step Two: Images resonate

Share a family photo to establish an emotional connection.  If not your family, share a picture of you and your team.  Your team after all is like a second-family, and they too interact with your clients almost as much as you do – if not more at certain times. Personally signing each card and including a brief message will also resonate and stand out in the age of everything by email.  

Step Three: Give back

Consider making a donation on behalf of your clients to a charity that you, or they, care about.  In lieu of a donation, volunteer at a local food bank with your team and tell your clients about the cause and what it means to you to be able to give back and support the community where you live and work. Or give clients a chance to show their support alongside you at a sponsored charity event or organized food drive at your office. Thanksgiving brings out the philanthropist in us all. Show your clients you are committed to the greater good and the needs of all those in your community. 

Regardless of the day, reason, or season, expressing client appreciation is always considered a best-practice. Lincoln Financial Network empowers your expertise to deliver the most independent, comprehensive financial advice in the industry.

Follow our recipe for client appreciation to help make your connections stronger and deepen your client relationships. Thanksgiving eCard