Podcast: The Efficient Advisor: Tactical Business Advice for Financial Planners (LS 41 · TOP 1.5% what is this?)
Episode: 230: The Client New Year's Letter You Need to Write Now!
Pub date: 2024-10-29

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Today, we’re diving into an easy, powerful, but often overlooked way to elevate your client relationships and set the tone for a successful new year—the New Year’s letter.

Really, Libby? A letter is going to make a difference?

ABSOLUTELY, but the catch is you have to include the right things.

It’s easy for clients to lose sight of all the work you do behind the scenes, but a well-crafted New Year’s letter can change that. In this episode, I’ll guide you through exactly what to include in a letter that not only recaps the services and support you provided over the past year, but also shows clients the value you bring to their lives.

Plus, we’ll cover how to preview upcoming changes and improvements in a way that builds excitement and trust. We want your clients to ooze with appreciation over 2025 and excitement for working with you in 2025!

In this episode we’ll cover:

How to use an Impact Score to rate your Client Service Model.
How to use this letter to reinforce the Behind-the-Scenes work that you do, reminding them of the value you bring
Set expectations and build excitement for 2025 and the changes that come along with a new year in your business
And, SO MUCH MORE!

Ready to take your client communications to the next level? I’ll share tips and resources to help you craft a New Year’s letter that’s personalized, impactful, and memorable.

Join the Group Coaching Waitlist Here

Download the Family Tree Template Here

Enroll in The Perfect RIA Masterclass Here

Connect with Libby on LinkedIn Here!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

The podcast and artwork embedded on this page are from Libby Greiwe, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

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230: The Client New Year's Letter You Need to Write Now!