Handwrytten for Financial Advisors: 5 Powerful Use Cases

In the competitive landscape of financial advising, building strong client relationships is paramount. While digital communication is efficient, it often lacks the personal touch needed to forge deep connections. Handwrytten for financial advisors offers a unique solution, allowing you to send genuine handwritten notes at scale. This comprehensive guide explores five specific use cases and scenarios where Handwrytten can be a powerful tool for your practice, helping you go beyond the basics to build trust and loyalty.

How Handwrytten Works for Your Financial Practice

You might be thinking that sending handwritten notes to all your clients is a massive undertaking. Handwrytten’s platform makes it simple. Our patented handwriting robots use real pens to create notes that are indistinguishable from human handwriting. The process is seamless:

1. Choose Your Card: Select from hundreds of elegant, professional templates, or upload your own custom design.
2. Craft Your Message: Write your message on our platform and select the handwriting style you want.
3. Automate or Send: Integrate with your CRM to trigger cards automatically for key milestones, or send one-off notes as needed.

This allows you to focus on advising your clients while effortlessly nurturing those vital relationships.

5 Powerful Use Cases for Handwrytten for Financial Advisors

The most effective way to strengthen client bonds is by showing you value them as individuals. A handwritten card is a tangible symbol of that value. Here are five practical use cases that illustrate how to use our platform to your advantage.

1. Personalized Client Appreciation

Generic holiday emails can feel impersonal. With Handwrytten, you can send personalized handwritten holiday cards or thank-you notes to your clients. A handwritten birthday card is a small gesture with a significant impact on loyalty, showing that you remember and care.

• Example Message: “Dear [Client Name], Wishing you a very happy birthday filled with joy and happiness. We appreciate your continued trust in our services. Sincerely, [Your Name/Company Name]”

2. Nurturing New Leads After Initial Meetings

Following up with a potential client after an initial consultation is crucial. A handwritten thank-you note can make a lasting impression compared to a standard follow-up email, positioning you as a thoughtful and detail-oriented advisor from the start.

• Example Message: “Dear [Prospect Name], It was a pleasure speaking with you on [Date] about your financial goals. I enjoyed learning about your aspirations for the future, and I’m confident we can help you achieve them. Please feel free to reach out if you have any further questions. Sincerely, [Your Name]”

3. Celebrating Client Milestones

Life events often have financial implications. Sending a congratulatory handwritten card for milestones like a new home purchase, the birth of a child, or a retirement can strengthen the client-advisor relationship. These notes show you are invested in their life beyond the numbers.

• Example Message (New Home): “Dear [Client Name], Congratulations on your new home! This is such an exciting milestone, and we’re honored to be a part of your financial journey as you settle in. Best wishes, [Your Name]”

4. Proactive Communication During Market Volatility

When the market experiences fluctuations, clients can feel anxious. A proactive, reassuring handwritten note can provide comfort and reinforce your role as a trusted guide. This gesture can significantly reduce client anxiety and demonstrate your commitment to their long-term success.

• Example Message: “Dear [Client Name], I wanted to reach out personally during this period of market volatility. Please know that we are closely monitoring the situation and are here to answer any questions you may have. Our long-term strategies are designed to navigate these times, and we remain confident in our approach. Sincerely, [Your Name]”

5. Encouraging and Thanking for Referrals

Referrals are invaluable for business growth. Sending a personalized handwritten thank-you note to clients who refer new business is a powerful way to show appreciation and encourage future referrals. This simple act turns a satisfied client into a true advocate for your practice.

• Example Message: “Dear [Referring Client Name], Thank you so much for your recent referral of [New Client Name]. Your confidence in our services means the world to us, and we truly appreciate you spreading the word. Sincerely, [Your Name]”

In a digital world, the human touch of a handwritten note can be a significant differentiator for financial advisors. By leveraging platforms like Handwrytten, you can enhance client relationships, build deeper trust, and ultimately foster greater loyalty and business growth, no matter where your practice is located.

Frequently Asked Questions 

💬 How does Handwrytten integrate with a CRM? Our platform offers a powerful API and built-in integrations with popular CRMs, allowing you to create automated workflows that send cards based on specific client triggers or dates.

💬 Can I use my own logo or branding on the cards? Yes, you can upload your own custom card designs and branding to maintain a consistent look and feel with your financial advisory firm.

💬 Is the handwriting really authentic? Yes, our patented handwriting robots use real pens to write each note, creating a truly authentic look and feel that is virtually indistinguishable from human handwriting.

💬 Can I include a business card or other inserts? Yes, you have the option to include inserts, such as a business card or a small brochure, to add an extra layer of professionalism to your outreach.

For Bulk Orders & Custom Solutions

For larger teams, bulk orders, or custom card designs, our business team is ready to help you create a tailored solution. Email us at sales@handwrytten.com to discuss how we can help your practice scale its client communication.