- On December 6, 2017
If you haven’t seen this article on WealthMangement.com we encourage you to check it out. Amy Florian of Corgenius shares timely advice for financial professionals who have clients who have experienced a loss, diagnosis, death, or serious illness in the past year.
For Holiday cards to clients with these experiences, Amy provides an insightful recommendation.
“The first step is to select a card that does not say Happy Hanukkah, Merry Christmas, Happy Holidays or the like. Choose one that either has no words or that wishes peace or hope. Consider including a gift card for a cup of coffee, a movie, a massage or something else comforting.” Then include a handwritten note inside.
Here are two types of notes she shares:
“Wishing you Happy Holidays at a time like this seems hollow. Instead, I wish you peace. I wish you healing. I wish you hope.”
“During the holiday season, [name]’s absence is sure to be painful. It may be made even worse because most of the people around you will be afraid to say the name for fear of making you sad. I know I can’t make this void disappear, but I hope you can at least catch a moment of respite with the enclosed gift card. I am thinking of you and remembering your loss, especially now.”
Amy Florian is the CEO of Corgenius, combining neuroscience and psychology to train financial professions in how to build strong relationships with clients through all the losses and transitions of life.
Differentiate yourself by choosing to offer authenticity and genuine comfort.
Join our list
Subscribe to our mailing list and get interesting stuff and updates to your email inbox.