For financial advisors
Your clients trust you with the things that matter most to them, and most of that work happens quietly. A handwritten card after a review, on a birthday or when someone sends a friend your way says you remember the person, not just the account. Upload your client list once and every card is written for that client, in real pen and ink.
Write one message with merge fields in curly brackets, or start from one of these. Each client’s values are filled in, and then the card is written for them.
After a review
Thank you for sitting down with me this month, {first_name}. It’s always good to catch up. Warmly, {signer}
Thank you for sitting down with me this month, Maria. It’s always good to catch up. Warmly, Jordan
Birthday
Happy birthday, {first_name}! Wishing you a wonderful year ahead from all of us at {company}.
Happy birthday, Maria! Wishing you a wonderful year ahead from all of us at Lopez Realty.
Referral thank-you
Thank you for the introduction, {first_name}. I’ll take good care of them. {signer}
Thank you for the introduction, Maria. I’ll take good care of them. Jordan
Holiday
Warm wishes to you and yours this season, {first_name}, and thank you for another year together.
Warm wishes to you and yours this season, Maria, and thank you for another year together.
01
Reviews are where the trust is built. A short note the week after says you were listening, and gives the client something to keep on the desk instead of another statement.
Use the client thank-you template →“Thank you for making time for our review last week, Maria. It was good to hear the cabin plans are coming together.”
02
Add a birthday column to your list and each client gets a real card on their birthday, written fresh every year. You approve them on your dashboard before anything is charged.
Use the client birthday template →“Happy birthday, David. I hope the day is full of the people you love, and that the grandkids let you win at least one game.”
03
When a client introduces a friend or family member, thank them by hand while it still feels personal. It is the kind of gesture people mention to the next friend too.
Use the referral thank-you template →“Thank you for introducing me to your sister, Ruth. I know that kind of trust isn’t given lightly, and I’m grateful.”
04
A client retiring, a new grandchild, a child heading off to college: a card that marks the moment means more than a newsletter ever will.
Use the checking in template →“Congratulations on your last day at the plant, Gene. Forty years is something to be proud of. Enjoy that first slow Monday.”
05
Thank your whole book of clients at Thanksgiving, when inboxes are full of sales, or send holiday cards in December that are actually signed and written.
Use the thanksgiving client gratitude template →“This Thanksgiving I’m thankful for clients like you, Priya. Working with your family this year has been a real privilege.”
Most of what clients receive from their advisor is printed, automated or behind a login. A handwritten envelope stands out on the kitchen counter, gets opened first, and is often kept. That is the whole point: being remembered as a person who pays attention.
Referrals and retention both come from the same place, the sense that someone is looking out for you. A card on a birthday or after a referral costs little next to a single client relationship, and it takes you a few minutes a year once your list is uploaded.
Be the advisor who remembered.
Upload your client list, pick a template and approve every card before anything is charged.