< Go Back

Putting your Stamp on Client Relationships

Successful advisors know that handwritten notes help them stand apart.

Whether it’s thanking clients and prospects after a meeting or reaching out to professional colleagues who may become referral sources, handwritten notes definitely get noticed in an otherwise digital era.

The time involved in crafting a note is barely more than an email, but the impact can be significantly more profound.

However, did you know you can make an impact before the recipient ever opens the envelope?

Most people walk into a post office and simply ask for a roll of stamps. Many offices have metering machines for precise postage. But one great way to make your firm’s personality pounce off the envelope is your choice of stamp.

What’s nice about using a unique, impactful or fun stamp is that it shows you put some thought into your choice of stamp, versus using generic “Forever” stamps.

Selecting Your Stamps

Think about the personality of your practice and think how that might match up with some stamps that may resonate with your clients:

  • Are you located in a particularly beautiful geographic area or climate?
  • Is there a specific culture or cuisine celebrated in your area?
  • Do you have a niche audience of clients you typically serve?
  • Are there causes you passionately support?
  • Do you have a particular hobby?
  • Is the vibe of your practice more whimsical and fun?

You’d be surprised to see how many options are available at the post office or conveniently online. Here is just a small sampling of the wide variety of ways you can express yourself with stamps.

For nature lovers…

For sports nuts or those with professional athlete clients….

For those living in areas with Latin flavors…

For those that want to share a little love…

And those with a fun sense of humor…

Whether you select a heartwarming “Love” stamp or choose the fun “Scooby Doo” option, you’re setting a fun, whimsical or thoughtful tone before the recipient has opened the envelope. This puts them in a good mood before they even read the contents!

Why this Matters

As Maya Angelou said, “I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.”

The little things like a heartwarming stamp or even a silly one give your clients a certain “feeling” about you. Those little things matter and they add up, incrementally.

By reminding the recipient of your warmth and personality, both on the outside of the envelope and the note on the inside, it reinforces much of why they chose to work with you to begin with.

If you’d like help with shoring up the little things and the big things in your practice, please contact us. We’d love to learn more about any challenges you may be facing and share how we can boost your firm so you can better serve clients.