Holiday Card Messages for Financial Advisors

A financial advisor's holiday card should thank clients for their trust, wish them a happy season with the people they care about, and close warmly, in two or three sentences. Leave out markets, performance and product mentions so the card is a greeting, not a piece of marketing.

If your firm reviews client correspondence, send the message through that review before you order, the same as any other client mailing. Below are messages you can use as written, grouped by who's getting the card.

Messages for clients

• Thank you for trusting us with your family's financial future. Wishing you a joyful holiday season and a healthy new year.
• It's a privilege to work with you. Happy holidays from all of us at [Firm Name].
• We're grateful for the trust you place in us. May your holidays be full of the people who matter most.
• Season's greetings, and thank you for another year together. We look forward to 2027.

For long-time clients

• Thank you for so many years of trust. Helping your family plan for what matters is the best part of our work. Happy holidays.
• From our family to yours, thank you for being with us. Wishing you a peaceful season.

For new clients

• Welcome to [Firm Name], and thank you for choosing us this year. We look forward to many seasons together.

For centers of influence

CPAs, attorneys and other professionals who introduce you to clients:

• Thank you for your trust and your introductions this year. We take good care of the people you send our way. Happy holidays.
• We value working alongside you. Best wishes for the holidays and a great 2027.

Christmas or holiday wording?

If you don't know that everyone on your list celebrates Christmas, "happy holidays" or "season's greetings" is the safe choice. If your community sends Christmas cards, "Merry Christmas" is fine. Our guide on what to write in a business holiday card has more options for both.

What to leave out

• Market commentary, outlooks and performance.
• Product, rate and planning offers.
• Requests for referrals or reviews.
• Anything about a client's accounts.

Consider a Thanksgiving card

Some firms send Thanksgiving cards for financial advisors instead, so the card arrives before the December rush. A Thanksgiving message can lean on gratitude: This Thanksgiving, we're grateful for clients like you. Wishing you a happy holiday with the people you love.

A line about your charity

Each year, we donate at least 10% of net proceeds from greeting card sales to charity. When you customize your card, you pick any IRS-recognized 501(c)(3). Advisors often pick a charity their clients care about and name it in the card: This year, our holiday cards support [Charity Name].

Save time on the mailing

If you're sending to 100 or more clients, we can print, address and mail your holiday cards for you. Every envelope is addressed with a real ballpoint pen and mailed by the date you choose. We collect names and mailing addresses only, never market to your list, and delete it 90 days after mailing. It costs $2.25 to $4.75 per recipient before postage, with larger mailings at the low end. Postage is USPS First-Class at cost.

When to send

Aim for your cards to arrive in the first two weeks of December. Our guide on when to send business holiday cards has the mail-by dates.