Season's greetings: Holiday cards from advisors

There's something special about receiving a holiday card. Many advisors take advantage of the opportunity to send them to their clients, colleagues and peers.

From Thanksgiving greetings to best wishes for the New Year, we've compiled several planners' holiday cards here for your enjoyment and perusal — and to offer ideas for what your practice may send next year! --Editorial Staff

Kay Kramer
Financial Planner & Partner
Birchwood Financial Partners
Edina, Minnesota

"For our 2016 card, we were inspired by a flight attendant’s greeting: 'Relax and enjoy your flight.' We ended up going with the flying theme, settling on 'helping your dreams take flight!' We contacted Wings of the North, a non-profit museum that operates restorations and preserves aviation history. Birchwood staff spent an afternoon learning about the AT-6 Texan aircraft we are pictured with. This aircraft would have been the last trainer aircraft that a 1940s era pilot would fly before graduating to a fighter aircraft or being sent to multi-engine school to learn how to fly bombers and transports."

Sunaina Mehra
Client Relations and Marketing Manager
Francis Financial
New York

"We worked with an owner of a boutique paper business named Tanea Smith. We met with her in person to discuss our firm and the type of clients that we work with. She saw us as an elegant firm that provides an empowering service to woman and couples going through transition. She sent us three different designs and we landed on the simple calculator and wreath above the table. The table is teal and purple which are two of our firm colors and we chose the wording to fit the theme of the calculator. As a team, we were able to put together a holiday card that we are proud to send our clients and referral partners."