316: Send a New Year’s Letter That Builds Client Trust & Assets

As the year winds down, it’s the perfect time for advisors to strengthen relationships and set the tone for a confident, connected start to the new year. In this episode, Libby shares how to craft a meaningful New Year’s letter that not only reminds clients of your value but also builds excitement for what’s ahead. Whether you’ve been sending these letters for years or you’re starting fresh, this episode breaks down the “why” and “how” behind a powerful communication piece that can elevate your client experience.In this episode, you’ll learn:Why a New Year’s letter is a low-effort, high-impact addition to your client service modelHow to recap your value and highlight the behind-the-scenes work clients don’t seeWhat to include to set expectations and generate excitement for the year aheadTips for choosing the right delivery method—snail mail, email, or video—to match your client baseHow to use this exercise to improve your impact score and follow through on your client service commitmentsWrapping up, Libby reminds advisors that a New Year’s letter isn’t just a nice touch—it’s a strategic move that builds trust, reinforces your role as a proactive partner, and ensures your clients start the year feeling confident and cared for. Tune in to learn how to make this simple tool a powerful piece of your client experience system.---Listen to Episode 249 HERE!Check out the 37-Point Checklist HERE!Register for the Quin x Efficient Advisor Show & Tell HERE!Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE!   Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.