Send Holiday Cards to Your Clients

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Every adviser we work with that earns $100,000 or more per year selling annuities and insurance sends holiday cards to their clients this time of year.

Maybe you should too.  The payoff is MUCH bigger than the small amount of time and money involved, so consider trying it this year.  

Here are some tips to make the cards more effective…

1. Handwrite a message.

Don't email cards, handwrite them. Emailing cards is lazy, and digital cards have a very good chance of ending up in spam or trash folders and aren't likely to be memorable. Your recipients won't soon forget that you took the time to put words on paper and walk to the post office (or, at least, the mailbox).

2. Personalize it.

Handwriting a personalized note will make a big impression. You might also reference a deal you worked on together in the past 12 months. And add something like: "And I look forward to continue working with you again in the New Year."

3. Don't reference religious holidays.

Wishing your recipients, a "Happy Holidays" or "Happy New Year" is okay. Anything else is risky. Also, don't choose cards with any religious or specific holiday  imagery. It's best to be safe in this case.

4. Mind your closing salutation.

You've written a thoughtful personalized message and now you need to sign off. Which closing salutation do you use? Does it matter? Yes, it does. This is no small matter. You want to nail your closing. You don't want to be lazy after all that work you put into getting and writing the perfect cards. This means, don't use these trite (and cold) one-word closing salutations: "sincerely," "best," "cheers," or "regards." Instead, try one of these (warmer) phrases: "Best wishes for a great 2024," "All the best in the New Year," "Wishing you all the best in the New Year," "Hope you have an excellent 2024," etc. Or, better yet, come up with one of your own phrases. Just make sure the salutation sounds like something you'd say (put it in your own words) and make sure it doesn't repeat something you've written in the body of your note.

5. Stamp it well.

Unique stamps can make very strong impressions. Maybe as strong as personalized letters. They say you thought of everything and care about the details. So don't put just any stamp on your envelope. Go to the post office and choose something colorful, bright, cheerful, positive, and uplifting. And again, no holiday imagery. No religious icons, no specific holiday names. Stamps like winter birds are great. Candy canes and winter berries are also good choices. Think of your stamps like wrapping paper to your cards. You want your stamps to be just as thoughtful as your notes. I bought seasonal forever stamps for 66 cents each. A cheap investment!

For more help give us a call.

~ Greg Skogsberg


Click here for a short video about this month's issue

We now have annuity contracts with FORTY-FIVE carriers.  More than any other FMO!  And this is just one of the reasons we are The #1 Concierge FMO in America!

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