Your total time spent working with your Personal Note Coach to compose your personal notes is minimal, but the return from communicating with every client, at a meaningful personal level, will be huge. Remember, 75% of clients will leave their advisor because they feel the relationship is not strong enough.
The ideal number of custom personal note cards to be sent to each client per year is three – one client birthday card and two personal update seasonal notes.
Budget 20 minutes with us to compose your personal note. The interesting thing is that this 20 minutes of time is all it takes to make a meaningful connection simultaneously with all of your many clients!
Your personalized client greeting cards should contain the same interesting personal facts that you share with the top 20% of your clients over lunch, or golf, or coffee.
We’ll help you compose 6 to 8 sentences about your life outside of work. For example, a short note about your family tradition for Thanksgiving will be meaningful to your clients, and help reinforce in their minds who you are as a person. Six months later you could follow that up with another personal update note, maybe this time about your vacation plans, for example a “Have a Great Summer” card.
Regarding the note inside seasonal cards, we have a rule of thumb we like to follow:
the more facts you can include, the better the note.
By contrast, platitudes alone in a note are a total waste of time and money, and are extremely boring! (yes, we are opinionated)
Your Personal Note Coach will help you write something about your family, traditions or vacation plans, in order to make your note meaningful, personal, worth reading and definitely worth sending!
The key thing is to make sure your note is personal, not business oriented – that’s what makes it refreshing, interesting and welcomed.
Check out some examples of great personal notes.
Meet Our personal Note Coaches – Year after year, they can help you keep your client note card strategy going!
We received the cards in good order. We are very pleased with them. We thank you for making it easy for us. We hope you and yours have a wonderful Thanksgiving season!
Sales assistant to a good guy
LongTerm Clients delivers stunningly beautiful note cards complete with your personal message. Built by a succesful former financial advisor, they know that building personal relationships is essential to any advisor’s success. This service, long missing for advisors – provides a simple turnkey way to keep in touch and build personal connections with clients – and created a wonderful new resource for smart advisors. I used this service last year for my own relationship building campaign and had great results.
Marie Swift, Impact Communications
