Holiday Greetings
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A Meaningful Message for Thanksgiving/Holidays (2022)
Created: November 2, 2022
Categories: Advisor Role/Value, Client Experience, Client-Focused, General Letter/E-Mail, Holiday Greetings, Philanthropy/Giving
Description: Use this short message to be in touch with your clients for the U.S. Thanksgiving or the general 2022 holiday season. The message shares gratitude and reflects on spreading gratitude on to others.
A Meaningful Message for Thanksgiving/Holidays (2021)
Created: October 26, 2021
Categories: Advisor Role/Value, Client Experience, Client-Focused, General Letter/E-Mail, Holiday Greetings
Description: Use this short message to be in touch with your clients for the U.S. Thanksgiving or the general 2021 holiday season. The message shares gratitude and reflects on enjoying the meaning already within one another's lives.
A Meaningful Message for Thanksgiving/Holiday Season (2020)
Created: November 12, 2020
Categories: Advisor Role/Value, Client Experience, Client-Focused, General Letter/E-Mail, Holiday Greetings, Wealth Management
Description: Use this 260-word message to be in touch with your clients for the U.S. Thanksgiving or the general 2020 holiday season. The message expresses gratitude for your client's business, and acknowledges the painful disruption the pandemic has brought to most families' holiday traditions.
A Meaningful Message for Thanksgiving/Holiday Season (2019)
Created: November 6, 2019
Categories: Advisor Role/Value, Client Experience, Client-Focused, General Letter/E-Mail, Holiday Greetings
Description: Use this 323-word message to be in touch with your clients for the U.S. Thanksgiving or the general 2019 holiday season, thanking them for their business and wishing them "joie de vivre." The message also includes language for making an optional gift along with the letter, for all or some of your client relationships.
A Meaningful Message for Thanksgiving/Holiday Season (2018)
Created: November 11, 2018
Categories: Client Experience, Client-Focused, General Letter/E-Mail, Holiday Greetings
Description: Use this 280-word message to be in touch with your clients for the U.S. Thanksgiving or the general 2018 holiday season, thanking them for their business and wishing them all the best with a warm and thoughtful reach-out.
A Meaningful Message for Thanksgiving (2017)
Created: November 9, 2017
Categories: Advisor Role/Value, Client Experience, Client-Focused, General Letter/E-Mail, Holiday Greetings
Description: This 500-word client letter reflects on the true meaning of happiness as you wish your clients a Happy Thanksgiving. Global advisors can modify the letter to use as a general season's greeting to clients.
A Meaningful Message for Thanksgiving (2016)
Created: November 15, 2016
Categories: Advisor Role/Value, Client Experience, Client-Focused, General Letter/E-Mail, Holiday Greetings
Description: This 350-word client letter thanks your clients for their relationship with you and encourages them to celebrate their other life relationships during the upcoming U.S. Thanksgiving holiday. Global advisors can modify the letter to use as a general season's greeting to clients.
Giving Thoughts
Created: December 18, 2015
Categories: Advisor Role/Value, Client-Focused, General Letter/E-Mail, Holiday Greetings, Philanthropy/Giving
Description: Use this 575-word letter or e-mail to send to your clients to thank them for their business, wish them a Happy New Year and share some uplifting information about increased global philanthropy. The piece also reminds them to consider the big picture for both giving and investing,
Reflections on Paris
Created: November 17, 2015
Categories: Advisor Role/Value, Breaking News, Client Experience, Client-Focused, Holiday Greetings
Description: A short (330-word) message to clients offering them thoughtful reflections on your advisor relationship with them in the wake of the Nov. 13 attacks on Paris. For example: "We aim to do all that we can – even if it may never be everything – to nurture what is good and true in our lives." This also can be used as a Thanksgiving or holiday reach-out, or as video script.
A Meaningful Message for Thanksgiving-2015
Created: November 7, 2015
Categories: Client-Focused, Evidence-Based Investing, General Letter/E-Mail, Holiday Greetings
Description: A 400-word message to send to clients as a Thanksgiving greeting (mail or e-mail), sharing some lighthearted "turkey talk" and expressing gratitude for their business. Each of the Library's annual Thanksgiving messages are timeless, so if you've not yet used messages from years' past, you can choose your favorite among them to send to clients. (Filter by the Holiday category to find them all at https://www.wendyjcook.com/documents/category/holiday/)
A Meaningful Message for Thanksgiving-2014
Created: November 11, 2014
Categories: Client-Focused, General Letter/E-Mail, Holiday Greetings
Description: This 300-word letter/e-mail is a template you can use to reach out to clients, to send them Thanksgiving greetings. This year's theme focuses on the way you are grateful to your clients for their personal and professional relationship with you. Use the piece as a client letter or e-mail, or modify it for other purposes as appropriate.
2013 Holiday/Year-End Reach-Out Client Letter
Created: December 18, 2013
Categories: Client-Focused, General Letter/E-Mail, Holiday Greetings
Description: Here's a short & sweet, 200-word letter or e-mail to send to your clients wishing them an uplifting holiday season and new year. Includes a feel-good link to a recent report that the US has regained its standing as the world's most giving nation.
A Meaningful Message for Thanksgiving-2013
Created: November 15, 2013
Categories: Client-Focused, General Letter/E-Mail, Holiday Greetings
Description: This 430-word communication is a template you can use to reach out to clients, to send Thanksgiving greetings as well as a meaningful reminder of how an evidence-based investment strategy helps them more fully enjoy the things that matter most during the holiday season: friends, family, interests and expressions of gratitude. Referencing an entertaining anecdote shared by Carl Richards in one of his New York Times blog posts, the template also includes an optional offer to send clients a free copy of Carl's book, The Behavior Gap. Use the piece as a letter or e-mail, or modify it for other purposes as appropriate.