It’s Not Just for Families

Mother’s Day is not just for families.  It is an opportunity to show all the mothers in our lives how much you appreciate and admire their strength, love and patience.

What better opportunity to reach out to your female clients who happen to be mothers, and let them know that you are thinking of them.

Over the past several years, financial advisors @AlexELevi and @JoanAnnNatola of Element Financial Group send a Mother and Father’s Day wish to all clients who are parents.  The responses have been phenomenal, especially from working women, who don’t often get publicly celebrated for their parenting role.  Only moments after sending the e-mails do JoanAnn’s and Alex’s calendars fill up with appointments.

It is essential to reach out to clients periodically without an agenda.  Call, e-mail, or text just to let them know you are thinking about them.  In fact, if there were a Relationship Building for Wealth Managers handbook, the concept would probably be covered in Chapter 1, under the subhead: “Client Appreciation: Good for Business.”

Mother’s Day is this Sunday, May 13th.  There is still plenty of time to get a two-sentence e-mail reviewed by your compliance officer and sent to your female clients.  They’ll be glad you did.  So will you.

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