Prepping for the Holidays

It's the best time of the year 🎄

It's also an opportunity to leave a lasting impression on clients.

Below are a few easy holiday gift ideas:

• Firm-branded gift boxes - if you don't have custom packaging, you could get simple firm-branded boxes for non-holiday use - or you could get holiday-themed packaging with your branding - Vistaprint ($7-9/each for 48 boxes)
• Custom cards - a lower-cost option, you could order custom cards from Canva for around $1.60/card - I would allow up to 3 weeks for production & delivery given BFCM coming up. An example of my own custom cards I ordered a few weeks ago:

• Christmas-themed merch - a fun option, allow for 2-3 weeks delivery - recommend using Printful

• Lifestyle-themed gift card - a thoughtful option, you could get clients a gift card to their favorite restaurant, event, service, or store
• Client engagement email campaign - if you'd like to educate or engage your clients during the holidays, you could write a themed campaign like "12 days of something—giving, gratitude, tracking your spending"
• Write a year-in-review for clients - As part of the email campaign (or separately) you could put together an annual recap of the firm & its impact throughout the year. Families served, dollars donated, debt paid off, milestones accomplished, retirements planned for, goals achieved—whatever you may be able to track. Then, you could also use the numbers within marketing to show the real impact you make in client's lives.

🎡 The lifetime value of a financial planning client is substantial. Try to spend every dollar you can to be memorable.