Let’s face it, being an advisor is just as much about people as it is about finances. For this reason, it’s important for advisors to be able to build a deep and trust worthy relationship with their clients. In order to do this, advisors must add some kind of personal touch to their practice. Here are a few of the best and easy ways to do exactly that.
Send Your Clients Thank You Cards
The small things always add up, and sending a handwritten thank you card is perfect example of doing just that. As things become even more digital, these kinds of personal letters can go a long way in really showing your clients that you care. Additionally, thank cards also show that you remember them; that they are not just an account on a spreadsheet. You don’t have to necessarily hand write your letter, but at the very least make sure to add your signature to solidify that personal touch.
Remember Client’s Important Life Events
Every client is different, but each client has a birthday or some other special event that is happening in their life. Make sure to write down these dates and remember to send them something special. It’s important to connect with clients in their most meaningful moments in life and to share your enthusiasm with them. Whether the event is a simple birthday, an anniversary, condolences on a passing family member, or some other important life event, make sure to reach out to them and be there.
Have At Least One to Two Face to Face Client Meetings a Year
There’s nothing like being face to face when it comes to building strong relationships. It’s important that advisors make time to sit down with each and every one of their clients. Sometimes client’s may surprise you with what they have to say and what may result in the outcome of these friendly meetings. The important part is setting aside that time with the client and focusing all of your attention on their needs and concerns. These kinds of meetings should be complimentary and stress free. Make the clients feel comfortable and welcomed no matter how buy that particular day may be for you.
Adding the personal touch in a digital age has arguably become even more important to keeping a client loyal to you and your firm. In personally connecting with them, it’s important that you at least think about how you can implement the personal touch into your own practice as you grow. For the latest articles and tips make sure to follow us on social media and subscribe to our newsletter!