How to Show Your Clients You’re Thankful This Holiday Season

With Thanksgiving right around the corner, now is the perfect time to thank your clients for their business and loyalty. Without them, you would not experience business growth or success. With a simple card, small gift or nice email, you can let your clients know that you not only remember them, but appreciate them as well.

A Gesture of Thanks

Do something meaningful to show your customers you care about them. Your customer will have a more pleasant experience if you take the time to say thank you verbally or through a genuine gesture. To keep customers coming back, make them feel valued in one of the following ways:

Old fashioned phone call- This is a simple and cost free way to wish your clients a Happy Thanksgiving.

Gift your customers A Starbucks gift card or pumpkin scented candle is the perfect token of appreciation for the fall.

Baked Goods Consider sending your customers a homemade pumpkin pie or pumpkin bread.  For your top producers, a ham or turkey may be the perfect way to show appreciation.

Thank them for their business in person Offer a promo for the week of Thanksgiving. Thank anyone who comes into your office with discounted services or a free consultation.

Showing You Care Throughout the Year

Saying thank you doesn’t just have to be around thanksgiving. Below are some additional ways to keep in touch with your clients throughout the entire year:

Send newsletters out to your customers to keep them updated on any new initiatives or upcoming events

Post frequently on social media* and respond to any questions or inquires in a timely manner

Schedule webinars for your customers with new monthly topics. Reach out to local professionals and ask them to guest speak on the webinars as a way to provide a variety of content

Happy Customers, Happy Business

Customers recognize and appreciate it when their financial advisors take the extra time to show that they care. Satisfied customers are typically more likely to continue doing business with you and helping your practice grow. So, make sure to personalize your interactions and show gratitude to all of your customers.

To find out more about how NEXT Financial Group, Inc. can help you build stronger relationships with your clients, call (713) 375-2616, or contact the NEXT Marketing Department to submit an inquiry.

*Consult your Compliance Department before using social media.