“Have you ever stopped to think and forgotten to start again?”
(Bumper Sticker)
During the summer vacation season, you and your clients will may be heading off for beaches, mountains and other far away places. This may make it more difficult to stay in regular contact with your clients. As a way of saying thank you for their business so far this year and to give them something special to remember you, send your best clients a book. Consider how your clients will feel as they sit under a beach umbrella and enjoy your token of appreciation.
Here are a few simple guidelines:
- Don’t get carried away, reserve this service approach for your most important relationships. Consider your “ULTIMATE” clients; these 50 to 100 clients are worth this small investment.
- What kind of book?
a. Start by thinking of books you have read recently. If you enjoyed one of them in particular, your clients probably will too.
b. It shouldn’t be a book about money, investing or wealth management, you don’t want your act of kindness to come across as a sales tool.
c. You don’t need to spend a lot of money and it doesn’t need to be a recent title – $20 can go a long way. - Though this may sound like a time consuming task, it can easily be done by breaking it down into bite sized pieces and using a little automation. Start with an amazon.com account and simply send out 10 books a week.
- Finally, don’t be in such a hurry you forget to personalize a note with each book you send. Even with online ordering you can put together a 4 or 5 sentence note that clearly explains your intentions.
If this idea makes sense for your practice, don’t put it aside for a later date. Make a quick list of your clients, pick a title and get going this week. Your best clients will be thinking of you all summer.