316: Send a New Year’s Letter That Builds Client Trust & Assets

The Efficient Advisor: Tactical Business Advice for Financial Planners

A tartalmat a Libby Greiwe biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Libby Greiwe vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.

16d ago 33:13

MP3•Epizód kép

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.

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320 epizódok

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