Summer OOO Messages for Financial Advisors

Summer is right around the corner! Can you believe it? 

While you’re getting ready to take some well-deserved time off, we’ve come up with some Summer out of office emails so it’s one less thing you need to think about. The key is to include the period of time in which you will be away from your work, and leaving a point of contact in case of an emergency. From professional, to a little playful, choose from any of the below to let your clients know you’ll be back and ready to connect soon!

1. The Basic OOO 

Subject: Out of Office

Hello,

Thank you for your email. I am currently out of the office and will return on [insert return date]. I will respond to your email as soon as possible upon my return.

Best regards,

[Your Name]

2. The Professional OOO

Subject: Out of Office [date-date]

Hello,

Thank you for your email. I am currently out of the office with limited access to email until [insert return date]. If your matter is urgent, please contact [insert colleague’s name and contact information] who will be happy to assist you.

Warm regards,

[Your Name]

3. The Playful OOO

Subject: On a Financial Timeout!

Hi there!

I’m currently off the grid recharging my batteries and counting stars instead of spreadsheets! I’ll be back and ready to crunch numbers with renewed energy on [insert return date]. If your inquiry is urgent and can’t wait, please reach out to [insert colleague’s name and contact information].

Cheers,

[Your Name]

4. The Witty OOO

Subject: Gone Fishing (But Not for Compliments)

Hello,

I’m out of the office and on a quest to find the secret formula for work-life balance. I’ll return on [insert return date], hopefully having discovered it. If you need immediate assistance, please email [insert colleague’s name and contact information]. They’re a bit less adventurous but just as helpful!

Best,

[Your Name]

5. An OOO for Industry Conferences

Subject: Learning Today, Leading Tomorrow

Hello,

Thank you for reaching out. I am currently attending [insert conference name] to bring even more value to our interactions. I will be back in the office on [insert return date]. For immediate assistance, please contact [insert colleague’s name and contact information].

Best regards,

[Your Name]

6. The Friendly OOO

Subject: Away But Not For Long!

Hi,

Thanks for your message! I’m currently out of the office until [insert return date]. I’m looking forward to addressing your needs as soon as I return. If you require immediate assistance, please reach out to [insert colleague’s name and contact information].

Best,

[Your Name]

7. An OOO for Vacation

Subject: Out Soaking Up Some Sun!

Hello,

I am currently on vacation, enjoying some downtime and will be back on [insert return date]. For urgent matters, please contact [insert colleague’s name and contact information] who will be able to assist you.

Warm regards,

[Your Name]