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316: Send a New Year’s Letter That Builds Client Trust & Assets
Manage episode 514883714 series 3460679
As the year winds down, it’s the perfect time for advisors to strengthen relationships and set the tone for a confident, connected start to the new year. In this episode, Libby shares how to craft a meaningful New Year’s letter that not only reminds clients of your value but also builds excitement for what’s ahead. Whether you’ve been sending these letters for years or you’re starting fresh, this episode breaks down the “why” and “how” behind a powerful communication piece that can elevate your client experience.
In this episode, you’ll learn:
- Why a New Year’s letter is a low-effort, high-impact addition to your client service model
- How to recap your value and highlight the behind-the-scenes work clients don’t see
- What to include to set expectations and generate excitement for the year ahead
- Tips for choosing the right delivery method—snail mail, email, or video—to match your client base
- How to use this exercise to improve your impact score and follow through on your client service commitments
Wrapping up, Libby reminds advisors that a New Year’s letter isn’t just a nice touch—it’s a strategic move that builds trust, reinforces your role as a proactive partner, and ensures your clients start the year feeling confident and cared for. Tune in to learn how to make this simple tool a powerful piece of your client experience system.
---
Listen to Episode 249 HERE!
Check out the 37-Point Checklist HERE!
Learn more about the Group Coaching & Mastermind HERE!
Register for the December 2nd event with Adam Holt HERE! (Replay will be sent to those who've registered!)
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
324 episodes
316: Send a New Year’s Letter That Builds Client Trust & Assets
The Efficient Advisor: Tactical Business Advice for Financial Planners
Manage episode 514883714 series 3460679
As the year winds down, it’s the perfect time for advisors to strengthen relationships and set the tone for a confident, connected start to the new year. In this episode, Libby shares how to craft a meaningful New Year’s letter that not only reminds clients of your value but also builds excitement for what’s ahead. Whether you’ve been sending these letters for years or you’re starting fresh, this episode breaks down the “why” and “how” behind a powerful communication piece that can elevate your client experience.
In this episode, you’ll learn:
- Why a New Year’s letter is a low-effort, high-impact addition to your client service model
- How to recap your value and highlight the behind-the-scenes work clients don’t see
- What to include to set expectations and generate excitement for the year ahead
- Tips for choosing the right delivery method—snail mail, email, or video—to match your client base
- How to use this exercise to improve your impact score and follow through on your client service commitments
Wrapping up, Libby reminds advisors that a New Year’s letter isn’t just a nice touch—it’s a strategic move that builds trust, reinforces your role as a proactive partner, and ensures your clients start the year feeling confident and cared for. Tune in to learn how to make this simple tool a powerful piece of your client experience system.
---
Listen to Episode 249 HERE!
Check out the 37-Point Checklist HERE!
Learn more about the Group Coaching & Mastermind HERE!
Register for the December 2nd event with Adam Holt HERE! (Replay will be sent to those who've registered!)
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
324 episodes
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