Thank you notes

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Feb 4, 2008 5:11 pm

As I am starting to build up my book I would like to show extra appreciation by sending a handwritten thank you note after earning a new client.  Does anyone have any recommendations on how the note should go?  I want to make it professional but also have it sound personal.

Feb 4, 2008 6:15 pm

Thank you for taking some time out of your busy day to meet/talk with me.  I enjoyed our conversation.   When I may be of service to you or someone you know, please let me know.

Best Regards, Me
Feb 4, 2008 6:21 pm

These are the ones I use. You may want to get them approved through your compliance department. I'd suggest using a simple template like these. You can have 10 cards of each template ready at any given time so you can quickly date & address them & replace the ones you use over a weekend. If you do this activity during the day you can easily spend 20 minutes + the transition time with an activity that is not highly productive to making sales (not on the phone or in an appointment).



With young kids I've gotten a little lazy & just put copy & paste one of these templates on letterhead, put it in a window envelope with my name handwritten in the return address area & go. People still thank me for the thank you note. The handwritten part is the last(and hardest) 10%.



Thank you Card Templates







It was a pleasure to meet you today. Thank you for your time and your trust. I look forward to helping you grow your income and thrive in your retirement years.



I have included a couple of extra business cards. If there is a coworker, friend, or family member you feel would benefit from a consultation, please don’t hesitate to have them give me a call.



Thanks again!





It was a pleasure to meet you today. Thank you for your time and your trust. I look forward to helping you achieve your family’s financial goals.



I have included a couple of extra business cards. If there is a coworker, friend, or family member you feel would benefit from a consultation, please don’t hesitate to have them give me a call.



Thanks again!





It was a pleasure to meet you today. Thank you for your time and your trust. I look forward to helping you create the retirement lifestyle of your dreams.



I have included a couple of extra business cards. If there is a coworker, friend, or family member you feel would benefit from a consultation, please don’t hesitate to have them give me a call.



Thanks again!

Feb 5, 2008 9:52 am

Thank you both for the great responses.

Feb 5, 2008 11:12 am

Cobb,

 
I have a different viewpoint on this.  I do not thank someone for becoming my client.  They should be thanking me.  One great thing about this business is that every time that I make money for me, I've helped my client more than I've helped me.
 
I do thank people for referrals.  In that case, they are helping me more than I am helping them.
Feb 7, 2008 12:08 am

I tend to agree with the previous post.  Its a powerful position to be in if the client realizes that you are choosing them just as much as they are choosing you.  My book and the quality of it has really started to pick up once I realized I wasn't afraid to let someone walk out of the room because they weren't the right fit.

 
That being said, it also depends on where you are at in building your book and whether or not that client just paid next month's electricity bill.
Feb 7, 2008 4:17 pm

Take your ego out of the equation, and focus on your clients' egos.


Yes, maybe your new clients should realize that they are "lucky" to have met you as opposed to other advisors.  But when they receive a hand-written thank you card in the mail a few days later, it lets them know that you care enough about the details, and them.  That's probably why they left their last advisor, they felt that they weren't important.
Feb 7, 2008 9:59 pm

I'm not saying its a question of worthiness or ego, I just go about it in different ways.  Usually a phone call or email to let them know everything has been invested as we said or just a reassurance or follow up to see if they had any other questions.

 
Trust me, I'm very mindful of the fact that my existence is tied to their dollars.  And their dollars are tied to my level of client service and satisfaction.
Feb 8, 2008 10:29 am

I just like the idea of something tangible for my clients (other than my business card).  I feel that way I'm more likely to get referals.  Don't get me wrong, I understand the importance of what I'm doing for them, I just want to do that one extra thing that sets me apart from previous advisers they've had or preconceived notions they may have of advisors.

Feb 8, 2008 2:24 pm

i don't send anything which says thank you.  it is smply a blank card stock note with my name and company logo saying ...........it was a pleasure meeting you, let me know if you ever need anything.

i don't send a thank you for new business-it is usually after meeting them the first time.