Marketing Toolkit - Client Letters

Client Letters

Helping you to communicate better with your clients

In this section you can find our client letters. Client communication is arguably one of the most important parts of your role as a financial adviser. Yet, 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, such as reviewing their investments, looking at their annuity options, 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. A company will come to an end if it doesn't have a substantial client base. Although increasing the number of new consumers is critical for business development, maintaining excellent connections with your existing customers is just as crucial.

What’s the importance of client letters?

Business professionals write letters to clients for many reasons, such as 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 can help better your business by: showing the values and outstanding service levels of your business. This can reduce possible complaints, by plainly explaining what a client should anticipate, particularly regarding cost.

Client letters encourages loyalty and aids in 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 customers or customers who haven't shopped with you in a while earn your business back.

2. Strengthening a Relationship

A handwritten letter is a wonderful approach to build a stronger connection with your new client and keep them returning as a loyal returning customer if you've just acquired one.

A letter expressing your appreciation for their business and referring to the long-term relationship you hope to have with them will 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 one than it does to retain a current customer.

If you've lost a customer but don't want to quit yet, send them a handwritten letter from the heart that demonstrates how much you care and value their business.

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