Winter brings new opportunities for financial advisors to strengthen relationships with their clients. As the year winds down and tax season looms, Levitate can help you stay connected with timely, personalized content. Here are six ideas to engage your clients this winter:
The end of the year is a prime time for financial planning. Use Levitate to schedule content that encourages clients to review their portfolios, update their retirement plans, and prepare for tax season. You can also highlight any new financial tools or strategies that might benefit them, ensuring they feel confident heading into the new year.
As the calendar flips to a new year, clients will look to you for insights on what lies ahead. Provide them with your take on market trends, economic outlooks, or potential investment opportunities for the year. Consider including tips on navigating potential market volatility or preparing for changes in interest rates, further demonstrating your expertise. Levitate’s automation tools help you deliver this content at the perfect time.
Winter holidays often include charitable giving and financial gifts. Offer clients advice on how to maximize tax benefits through donor-advised funds, gifting strategies, or end-of-year charitable contributions. Use Levitate to share case studies or examples showing how these strategies have worked for other clients, adding real-world context to your recommendations.
Leverage Levitate’s tagging feature to remind clients of key tax deadlines or necessary documentation tailored to their financial situations. Providing a checklist of documents to prepare for their tax filings not only helps them stay organized but also reinforces your role in making complex processes simpler and more efficient.
Highlight client wins from the past year, such as reaching savings goals or navigating market volatility with your help. These stories could include examples of clients who benefited from tax strategies or achieved significant milestones. Sharing these success stories via email or social media reinforces your value and inspires trust as you head into the new year.
During the holiday season, sending handwritten cards to clients adds a personal touch that goes beyond traditional financial communications. Use Levitate to automate and personalize holiday greetings, thanking clients for their trust and partnership over the past year. Whether it’s a simple “Happy Holidays” or a note reflecting on their financial milestones, these cards help strengthen client relationships and remind them of the personal care you bring to their financial journey.
➡️ Ready to elevate your client engagement this winter? Schedule a Levitate demo today! ⬅️
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