The Agency for Financial Advisory Firms


30 Tips for Today’s Financial Advisor: Tip 2

Welcome back to our “30 Tips for Today’s Financial Advisor” series. In these blog posts, we will be providing one small — but meaningful — thing you can do each day for your clients during this difficult time.

With these posts, we hope to make things easier by simplifying your marketing and communications strategy into bite-sized yet effective tips.


Today’s Tip: Send a Personalized, Handwritten Letter to a Client

Tip #2: Send a handwritten note to one of your clients today — the personal touch will WOW them. It doesn’t always have to be about investments.

Be sure to check out the blog later this week for tip #3. In the meantime, contact us if you have any questions or want to take action on the information we’ve shared.