The Efficient Advisor: Tactical Business Advice for Financial Planners 316: Send a New Year’s Letter That Builds Client Trust & Assets
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Oct 21, 2025 As the year wraps up, advisors can boost client connections with a strategic New Year’s letter. This communication piece highlights services and behind-the-scenes work, reminding clients of their value. Libby shares tips on personalizing letters, setting clear expectations for the upcoming year, and celebrating past achievements. She discusses the importance of planning ahead and choosing the right delivery method. Emphasizing simplicity, the letter can enhance client experience and trust, making it a vital tool for financial planners.
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Plan The Letter Early
- Draft your New Year’s letter well before year-end and start the process now to avoid last-minute scramble and compliance delays.
- Aim to have a draft by mid-November so you can submit for approval and schedule delivery between Christmas and New Year’s.
Use Impact Scores To Prioritize
- Use an impact score to judge whether a New Year’s letter is worth the effort and to improve client value year over year.
- Focus on increasing high-impact activities rather than adding low-value busywork to your service model.
Write Next Year’s Commitments
- Include a clear preview of what clients can expect next year to set expectations and compel follow-through from your team.
- Writing commitments forces you to plan and increases the likelihood you will execute them.