Essential client appreciation message templates for financial advisors
Considering that 45% of clients leave their financial advisor within the first two years, boosting client loyalty is essential to maintaining and growing a firm. However, advisors must often juggle multiple time-consuming tasks and have limited time for additional client interaction.
Since most client-facing tasks are meetings and meeting prep, it’s not uncommon for clients to evaluate their advisor more on short-term performance than trust in their long-term strategy.
Improved client loyalty stems from a strong relationship. But this kind of connection rarely forms from annual client meetings alone. Every additional direct client touchpoint that focuses on the person rather than the portfolio offers an opportunity for a better client experience and potential referrals. Client satisfaction can pay dividends, as companies with a 5% increase in client retention can boost profitability by 75%.
One easy-to-implement example of an additional client touchpoint is client appreciation messages.
Client appreciation messages offer financial advisory firms an additional touchpoint to the client journey — thus improving client satisfaction and retention. And unlike client appreciation events, these messages can immediately be added to your workflow.
We’ve made it even easier for financial advisors to show clients they care with 7 templates.
7 Client appreciation message templates
The following client appreciation messages are a foundation for emails or scripts to quickly offer gratitude. You can edit and transform these base messages to match your brand or personality. And with personalization technology, it’s even possible to automate or schedule some of these simple emails.
1. Welcome message
Dear [Client’s Name],
I enjoyed our recent meeting, and I wanted to take a moment to express my sincere appreciation for choosing our services. We are truly grateful to have you as a valued client.
At [Firm Name], our top priority is your financial success. We understand that managing your finances can be a complex and sometimes overwhelming task. That’s why we are here to provide guidance and support every step of the way.
If there is anything we can do to enhance your experience or if you have any questions, please do not hesitate to reach out to us. We are here to help.
Once again, thank you for choosing [Firm Name]. We value your trust and remain dedicated to your financial prosperity.
Warm regards,
[Your Name]
[Title/Position]
[Company Name]
2. Birthday message
Happy birthday, [Client Name]! ??
On this special day, I want to take a moment to celebrate YOU and all that you have achieved. Birthdays are milestones that remind us to reflect on our journey and set new goals for the future. As your financial advisor, I am privileged to be a part of your financial growth and success.
As you blow out the candles and embark on another year, know that I am here to support you every step of the way. Whether it’s managing investments, planning for retirement, or navigating unexpected financial challenges, you can count on me and my team to provide personalized guidance tailored to your unique goals and aspirations.
Thank you for choosing our services and entrusting us with your financial well-being. It is a true pleasure to work with someone as diligent and motivated as you. I look forward to continuing our partnership and helping you successfully navigate your financial journey.
Wishing you a fantastic birthday filled with joy, happiness, and prosperity. May all your wishes come true, and may this new year bring you even greater financial success and fulfillment.
Cheers to another year of shared success!
Sincerely,
[Your Name]
[Title/Position]
[Company Name]
3. Joined Anniversary message
Dear [Client’s Name],
I hope this message finds you in good health and high spirits. As we approach the end of your first year as my valued client, I wanted to take a moment to express my heartfelt appreciation for the trust you have placed in me as your financial advisor.
Over the past twelve months, we have embarked on a journey together, navigating the intricacies of the financial world and working diligently to achieve your financial goals. It has been a pleasure to witness your commitment to securing your financial future and to be a part of your success.
Your unwavering dedication to our strategic plan and your willingness to explore innovative opportunities have truly set a remarkable precedent. Your open-mindedness and willingness to embrace new concepts and strategies have made our partnership exceptionally fulfilling.
As we move forward into the next year, I want you to know that my commitment to your financial well-being remains unwavering. Together, we will continue to explore avenues for growth, seize opportunities, and overcome any challenges that may arise.
Once again, thank you for entrusting me with your financial affairs and allowing me to be a part of your journey towards financial prosperity. It is clients like you who inspire me to go above and beyond, and I am honored to be your financial advisor.
Should you have any questions or concerns, please do not hesitate to reach out to me. I am here to provide the guidance and support you need every step of the way.
Wishing you continued success and prosperity in the years to come!
Warmest regards,
[Title/Position]
[Company Name]
4. New Year
Dear [Client’s Name],
As we bid farewell to the old year and welcome the new one, I wanted to take a moment to extend my warmest wishes to you for a Happy New Year. Working with you as your financial advisor has been an absolute pleasure, and I am grateful for the trust and confidence you have placed in me.
The past year has been filled with both challenges and opportunities, and you have shown resilience and determination throughout it all. Your commitment to your financial goals and your dedication to making informed decisions have truly impressed me.
I want to express my sincere appreciation for your continued support and loyalty. Your partnership has allowed us to navigate the ever-changing financial landscape together, and I am confident that we will achieve even greater success in the coming year.
May the new year bring you prosperity, good health, and happiness. I am committed to providing you with the highest level of service and expertise as we embark on this new chapter together. Please know that I am always here to answer any questions or concerns you may have.
Once again, Happy New Year!
Warm regards,
[Your Name]
[Financial Advisor]
[Company Name]
5. Positive Milestones
Dear [Client’s Name],
I hope this message finds you in good health and high spirits. Today, I am filled with immense joy as I write to you, my esteemed client and friend, to celebrate a momentous occasion in your life. It is my honor as your trusted financial advisor to be a part of this important milestone and share in your happiness.
On this special occasion, I want to express my heartfelt congratulations to you. Your unwavering focus and commitment to your financial well-being have paid off, and it fills me with immense pride to see you achieve such great success. Your accomplishments demonstrate your financial acumen and your ability to turn dreams into reality.
This milestone serves as a reminder that through perseverance and a clear vision, anything is possible. As we celebrate this significant achievement, let it serve as a stepping stone towards even greater accomplishments in the years to come.
Once again, congratulations on this amazing milestone! I am grateful for the opportunity to be part of your financial journey and look forward to continuing our partnership as we pursue new goals and aspirations together.
Wishing you continued success, happiness, and prosperity.
Warm regards,
[Your Name]
[Title/Position]
[Company Name]
6. Automated responses
Dear [Client’s Name],
Thank you for your message. I appreciate hearing from you, and I will send you a response as quickly as possible.
If you have any further questions or require additional assistance, please don’t hesitate to reach out to me. I am committed to helping you make informed decisions and ensuring your financial success.
Thank you once again for being a valued client. Your loyalty is key to our mutual success.
Warm regards,
[Your Name]
[Title/Position]
[Company Name]
7. Client referrals
Dear [Client’s Name],
I hope this message finds you in good health and high spirits. I wanted to take a moment to express my sincere gratitude for the referrals you recently sent my way. Your trust in my services and willingness to recommend me to your friends, family, and colleagues means a great deal to me.
As a financial advisor, my ultimate goal is to provide valuable guidance and support to my clients. Your referrals not only validate the quality of our relationship but also signify the confidence you have in my expertise. I am truly honored and humbled by your kind gesture.
I assure you that I will extend the same level of professionalism, commitment, and personalized service to anyone you refer to me. Your referrals will receive my utmost attention and dedication as I strive to meet and exceed their expectations, just as I have with you.
Once again, thank you for your generosity and for being an invaluable part of my business. Your trust and confidence in my abilities are truly appreciated. If there’s anything further I can assist you with, or if you have any questions or concerns, please do not hesitate to contact me.
I wish you continued success in your financial endeavors and look forward to serving you and your referrals in the future.
Warm regards,
[Your Name]
[Title/Position]
[Company Name]
Foster client retention
Client appreciation, even in the form of a digital thank you note, can inspire loyalty. And there are many opportunities for thanking clients. But this approach is only one tool to retain clients through increasing engagement. Discover more client engagement strategies in our online guide to take your firm to the next level.