Hint: Holiday cards are great referral tools. Here's what advisors sent clients
The holidays are a time of year when people look to make those in their lives feel extra special — and financial advisors are no exception.
One way planners show their appreciation is by sending clients personalized cards.
It’s the little things that advisors tend to do beyond wealth management that make clients feel appreciated — and maybe even refer family and friends. After all, as the carol “Sleigh Ride” says, “these wonderful things are the things we remember all through our lives.”
Scroll through the following list to see the holiday cards fellow advisors have sent this year.