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It’s the most wonderful time of the year. The holidays are upon us and that means it’s time for bright lights, cheerful decorations, sweet treats and of course jovial holiday greeting cards that can bring a warm smile on the most wintry of December days.

With the season comes a great opportunity for any practice to reach out. For advisors, it’s a chance to let your clients know they are more than just customers and are truly a part of your practice’s extended family. It’s also a great way to develop meaningful relationships that will flourish long after the holly has been taken down from the walls and the last pitcher of eggnog is long gone. Besides, your firm’s card might find itself on the right fridge at the right time — should a prospect pay a holiday visit to one of your client’s homes.

From a bull and a bear suddenly finding themselves under the mistletoe, to the rich browns and auburns of a New England autumn landscape, advisors are sending funny and thoughtful cards this year to show their gratitude and spread some additional holiday cheer. And the first cards to arrive, they say, usually stay on the mantle place the longest.

“We find that no matter what card you send it is important to send it early,” says Tiffany McGhee, partner at Momentum Advisors in New York City. “Also, we take every opportunity to personalize the card. Hand writing our client's address and adding a short note are great ways to do this.”

To get the most out of the merriest season and find out what fellow friends and colleagues are sending to their clients, click through our slideshow and craft your own perfect holiday greeting card this year.


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