We’ve done some research for you and have found timely advice for financial professionals who have clients who have experienced a loss, diagnosis, death, or serious illness in the past year.
When a client is grieving, receiving a generic holiday card will often not have the desired effect. However, with some time, and intentionality, you can offer a little light and comfort to your clients that are going through a difficult season.
Amy Florian, CEO of Corgenius provides some great tips in her Wealth Management article. We’ve summed up her main points to help guide you as you send out this year’s cards.
What card to send:
Send a card that has no words or wishes peace or hope. There are many options for cards centered around peace or tailored for those grieving during the holidays.
What to say:
“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.”
“During this holiday time, I wish you moments of lightness in the midst of the pain. I wish you companionship of beloved people in the midst of the loneliness. I wish you healing as you learn to survive these days. Most of all, I wish you peace.”
What to give:
Consider including a gift card for a cup of coffee, a movie, a massage or something else comforting.
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.
Read the full article here.
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