Who would want to send their clients a lump of coal for Christmas?

Nobody, and yet way too many advisors do just that.  You know what’s worse than not getting a Holiday card?  Getting a card with a pre-printed message and a signature!

NEVER… NEVER… NEVER send out a pre-printed card with just a signature (or God forbid… a pre-printed signature as well)!  When I receive these from vendors, bankers and such, it really just makes me angry. 


Duh!  How much time, effort or thought went into this card?  None.

Who prepared the card… his staff.

What does this guy think about me?  Nothing.  I don’t rate a fraction of a second in this guy’s mind.  That’s how I feel.

The person that sent me the card would have been better off not sending me anything… at least then, out of sight… out of mind.  I don’t give him a second thought.

But when they remind me that I’m just some faceless number to them, now I get irritated.

So, should you not send cards?  No!  You absolutely should send cards.  Just make sure they are handwritten (if you don’t want to take the time to handwrite them, then turn your own handwriting into a font).  Here’s a service that will do that for you. (http://www.quantumenterprises.co.uk/fonts/) Even my mother can’t tell the difference between this font and my handwriting! 

The Holidays are coming.  Please don’t miss this opportunity to bond with your clients and prospects!

About Mike Kaselnak

Michael Kaselnak is considered one of the top marketing and sales experts in the financial services industry. He has personally mentored over 300 financial advisors in the past 10 years. These financial advisors saw their average production increase by 62%. Many saw increases of over 300 percent. He writes articles that have appeared in many mainstream magazines and has written the popular report 300 Financial Headlines that sell.
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