Client Letters

Client Letters

Helping you to communicate better with your clients

In this section, you will find our client letters. Client communication is arguably one of the most important parts of your role as a financial adviser. However, with little time to spare, client contact can sometimes be left by the wayside.

This is where we hope Adviser-Hub can help. We have created a selection of draft letters aimed at communicating with your clients across a range of issues, from reviewing their investments or looking at their pension options to updating them on economic developments – and much more.

Below you can download any of these letters and tailor them to your business style and clients.

The importance of clients

Your clients are your most valuable asset. Without a substantial client base, a company can easily find itself in difficulty. Although increasing the number of new consumers is critical for business development, maintaining excellent connections with your existing customers is just as crucial.

Why are client letters important?

Business professionals write letters to clients for many reasons – these might include marketing a product or service, starting a new business, or addressing customer concerns. A client care letter that is straightforward, contains the necessary information, and is easy to comprehend showcases the values and outstanding service levels of your business. It can also help to manage expectations by clearly explaining what a client should anticipate, particularly regarding cost.

Client letters help to encourage loyalty and support the retention of current clients. Keep in mind that it costs many times more to acquire a new customer than it does to keep an existing one. Customer Care may assist you in getting more referrals, increasing sales, and gaining new customers. Customer service increases the value of a client over time.

When should you write client letters?

Here are some of the most common occasions in business-to-client communications where you might want to send a letter instead of making a phone call or sending an email.

1. Providing sales incentives

You might want to send a customer letter when you offer a new sales incentive, such as a rebate, coupon, limited-time deal. Sales incentives like this could be offered to new clients or to former clients who haven't used your services for a while, helping you to earn their business back.

2. Strengthening a relationship

If you’ve just acquired a new client, a personalised letter helps to build a stronger connection with your new client and encourages them to keep returning. A letter expressing your appreciation for the trust they have placed in you, and referring to the long-term relationship you hope to build, can mean a lot. A small gesture like this can go a long way.

3. Bringing back a lost customer

Losing a customer is detrimental to any company - it costs five times more to acquire a new customer than to retain a current customer. If you've lost a customer but don't want to quit yet, send them a personal letter that demonstrates how much you value them and their business.