In the competitive world of financial services, standing out requires more than routine emails and phone calls. Thoughtful outreach strengthens trust, boosts client loyalty, and encourages referrals.
These 5 high-impact marketing tips for financial professionals show accounting firms, CPAs, and financial advisors how to build meaningful client connections. Tools like Handwrytten make sending personalized, handwritten cards simple, scalable, and memorable.
First impressions set the tone for long-term relationships. A personalized welcome card demonstrates that you value clients from day one.
💡Pro Tip: Automate welcome cards through Handwrytten so every new client receives a personalized note automatically.
Tax season can be stressful. Personalized outreach shows clients you care beyond the numbers.
💡Pro Tip: Include a small gift card with your note to make it memorable.
Clients often forget about you during off-season months. Mid-year check-ins maintain engagement and show you genuinely care.
💡Pro Tip: Segment clients by service type or portfolio size for more targeted messaging.
Clients refer others when they feel valued. Quarterly notes foster loyalty and encourage referrals naturally.
💡Pro Tip: Focus on authentic appreciation; referrals will follow naturally.
Year-end is perfect for strengthening relationships, reflecting on achievements, and planning ahead.
💡Pro Tip: Include a QR code linking to your calendar to make scheduling easy.
✅ Automate outreach – Schedule birthdays, anniversaries, and quarterly appreciation cards in advance.
✅ Keep branding subtle – Handwritten notes feel personal and genuine.
✅ Add small incentives – Gift cards or thoughtful extras make your message memorable.
✅ Track engagement – Record client responses and referrals from each card.
✅ Personalize messaging – Tailor notes based on client goals, milestones, and preferences.
💬 Can marketing tips for financial professionals be automated?
Yes. Handwrytten allows scheduling personalized, handwritten cards at scale.
💬 How often should financial professionals reach out?
4–6 touchpoints per year, including tax season, mid-year check-ins, quarterly appreciation, and holidays.
💬 Are handwritten cards compliant?
Yes. Cards are personal and non-promotional—safe for financial outreach.
💬 What types of cards should be sent?
Welcome, tax-season, quarterly appreciation, milestone, holiday, and referral cards.
💬 Can I include gift cards or small incentives?
Absolutely. Handwrytten allows gift cards to be included with any note for added impact.
These 5 high-impact marketing tips for financial professionals help accounting firms and financial advisors strengthen client relationships, boost loyalty, and encourage referrals.
With Handwrytten, you can send personalized, handwritten cards at scale—addressed, stamped, and mailed for you—without adding extra hours to your workflow.
Start enhancing client relationships today at Handwrytten.com or contact sales@handwrytten.com.
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