Holiday Card Wording Ideas for Clients

You've got the cards. You've got the client list. Now you're staring at a blank inside panel wondering what to write that doesn't sound like a corporate form letter or a greeting card from your aunt.

Good news: you don't need to be a poet. The best holiday messages for clients are short, warm, and genuine. They acknowledge the relationship without overreaching. They're professional without being stiff.

This guide is built for firms—financial advisors, attorneys, CPAs, consultants—who want to stay top of mind with clients through the holidays without sounding like everyone else.

General Holiday Messages for Clients

These work across industries. They're warm, professional, and mercifully free of clichés.

  • Wishing you a wonderful holiday season and a prosperous new year. Thank you for your continued trust.
  • From our team to yours—happy holidays. We're grateful for the opportunity to work with you.
  • Warmest wishes this holiday season. Here's to another great year ahead.
  • Thank you for being a valued client. Wishing you and yours a joyful holiday season.
  • Happy holidays from everyone at [Firm Name]. We appreciate you more than a card can say.
  • Wishing you peace, joy, and prosperity this holiday season and throughout the coming year.
  • It's been a pleasure working with you this year. Wishing you a restful holiday and a strong start to the new year.

Want us to handle the design, printing, handwriting, and mailing? See done-for-you client greeting programs →

For Financial Advisors, CPAs, and Law Firms

These messages lean into the trust-based nature of professional service relationships. They acknowledge the partnership without getting sappy.

  • Thank you for trusting us with what matters most. Wishing you a peaceful holiday season.
  • We're grateful for the confidence you place in our team. Happy holidays from all of us at [Firm Name].
  • Here's to another year of working together toward your goals. Warmest wishes this holiday season.
  • Your trust means everything to us. Wishing you and your family a joyful holiday and a prosperous new year.
  • Thank you for allowing us to be part of your journey. Happy holidays from our firm to your family.

Want us to handle the design, printing, handwriting, and mailing? See done-for-you client greeting programs →

For Thanking Clients for Their Business or Referrals

If you want to acknowledge a referral or simply thank someone for sticking with you, these strike the right tone—appreciative without being over the top.

  • Thank you for your referrals this year—they mean the world to us. Wishing you a wonderful holiday season.
  • We're grateful for your business and your trust. Happy holidays from our team to yours.
  • Thank you for another year of partnership. We don't take it for granted. Warmest wishes this season.
  • Your confidence in us—and the introductions you've made—have meant so much. Happy holidays.
  • We're thankful for clients like you. Wishing you joy and prosperity this holiday season.

Want us to handle the design, printing, handwriting, and mailing? See done-for-you client greeting programs →

New Year Messages

Some cards land closer to January. These work well for a fresh-start tone.

  • Wishing you a happy, healthy, and prosperous new year. We're looking forward to working with you in the year ahead.
  • Here's to new beginnings and continued success. Happy New Year from [Firm Name].
  • As the new year begins, we're grateful for your partnership. Wishing you all the best in the months ahead.
  • Happy New Year! We're excited about what's ahead and thankful to have you as a client.
  • May the new year bring you success, good health, and plenty of reasons to celebrate.

Want us to handle the design, printing, handwriting, and mailing? See done-for-you client greeting programs →

How Long Should the Message Be?

Short. One to three sentences is the sweet spot.

Your card isn't a letter. It's a touchpoint—a moment of connection that says "we're thinking of you" without asking anything in return. The message opens the door; your logo and signatures do the rest.

If you find yourself writing a paragraph, you're overcomplicating it. Pick one idea (gratitude, well-wishes, looking forward to next year) and say it simply.

The physical card, your branding, and the fact that you took the time to send it—that's what clients remember. Not whether you found the perfect turn of phrase.

Want us to handle the design, printing, handwriting, and mailing? See done-for-you client greeting programs →

Previous Post Next Post

Related Posts

When to DIY vs Done-For-You Greeting Cards

We offer two ways to get cards to your clients: shop our catalog and handle addressing yourself (DIY), or let us manage everything from design to mailbox (done-for-you). Here's how to decide which fits your situation. Quick Decision Framework Choose DIY if... •You're sending to fewer than 100 recipients •You want to pick the exact design from our full catalog •You prefer to write by hand •You need cards shipped to you (not mailed directly) •You have staff time available for addressing and mailing Choose Done-For-You if... •You're sending to 100+ recipients •You want handwritten envelopes included •You'd rather not stuff, stamp, or mail anything •You want scheduled, recurring mailings throughout the year •Your time is more valuable than the cost difference What You Get With Each Option DIY (Shop the Catalog) •Access to our full catalog of 1,700+ designs •Custom logo and signature placement included •Cards printed and shipped to you in 3–5 business days (Q1–Q3) •Order any quantity in increments of 25 •Optional: add handwritten addressing for an additional fee Done-For-You Campaigns •We select designs appropriate for your industry and approve with you •Handwritten envelopes included (not an add-on) •We handle list prep, addressing, stuffing, stamping, and mailing •Cards mailed directly to your recipients on your scheduled date •Available as one-time campaigns or recurring annual programs Cost Comparison DIY is less expensive per card if you're doing the work yourself. Done-for-you costs more per recipient but includes services you'd otherwise spend time on or pay someone else to do. Consider the full cost: •Your time (or staff time) to address, stuff, stamp, and mail •Postage and supplies •The likelihood it actually gets done (be honest) For most firms sending to 100+ recipients, done-for-you is the better value when you factor in time. Common Scenarios "I send 50 cards to my best clients each holiday" Recommendation: DIY. At this volume, ordering cards and addressing them yourself is manageable. Consider adding handwritten addressing if you want the premium look without the hand cramps. "I have 300 clients and never seem to get cards out on time" Recommendation: Done-for-you. The reason cards don't go out is usually bandwidth, not budget. Let us handle the execution. "I want to send cards throughout the year, not just holidays" Recommendation: Handwritten Client Care Program. Our 4-touch annual program is built exactly for this—scheduled mailings handled all year. "I'm testing this for the first time" Recommendation: Either works. DIY lets you test with a small order. A one-time DFY holiday campaign lets you test the full experience without committing to a year-long program. Still not sure? Request a free sample kit to see and feel our cards before you decide. Or reach out—we're happy to help you figure out the right fit. Request a free sample kit → Ready to get started? Shop business greeting cards → See done-for-you programs → ← Back to all guides

Learn more

Using Handwritten Cards to Generate More Referrals

The best referrals come from clients who feel appreciated - not clients who've been asked. Handwritten cards build the kind of goodwill that makes people want to recommend you, without the awkwardness of a direct ask. This guide covers who to send to, what to say, and when to send it. Why Handwritten Cards Work for Referrals Referrals happen when someone thinks of you at the right moment. That moment might be a dinner conversation, a colleague asking for advice, or a friend mentioning they need help. Your job is to be memorable when that moment arrives. Handwritten cards do this because: •They're unexpected. Almost no one sends real mail anymore. It stands out. •They're personal. A handwritten envelope feels like it came from a person, not a system. •They ask for nothing. Appreciation without an agenda builds trust. Who to Send To Existing Clients Who Refer Your best referral sources are clients who've already referred. Send a thank-you card every time someone sends you a referral - whether or not it converts. "Thank you for thinking of me when [referral name] mentioned they were looking for an advisor. That kind of trust means a lot - I'll take great care of them." Clients Who Could Refer Your happiest, most engaged clients are natural referral sources - even if they haven't referred yet. Stay visible so you're top-of-mind when the opportunity comes. "Just wanted to say thank you for being such a great client to work with. Really appreciate your trust." Professional Referral Partners CPAs, attorneys, and other professionals who send you business deserve recognition. A handwritten card after a referral - or just to stay in touch - keeps the relationship warm. "Thanks for connecting me with [client name]. I know you have options when clients ask for advisor recommendations, and I appreciate you thinking of me." What to Say Keep it short. The best referral-generating cards don't mention "referrals" at all. They simply express appreciation. •Do: Thank them for their trust, their business, or a specific interaction •Don't: Ask for referrals, mention your referral program, or hint that you'd like introductions The moment you ask for something, the card becomes transactional. Let appreciation stand on its own. When to Send •After a referral: Within a week of receiving it. Speed matters. •After a milestone: Account anniversary, major life event, or successful outcome. •Randomly: A "just thinking of you" card in Q2 or Q3 stands out precisely because it's unexpected. •Holidays: Expected but still effective - especially with a handwritten envelope. Want referral-generating touches built into your calendar? Our Handwritten Client Care Program schedules 4 appreciation touches per year to your best clients and referral sources. No asking required—just consistent visibility. See the Handwritten Client Care Program → The Long Game Referrals are a lagging indicator. The card you send today might not generate a referral for months - or years. That's okay. Consistency compounds. Advisors who send 4 thoughtful cards a year to their top 100 clients will, over time, get more referrals than those who send nothing and ask directly. Be patient. Be consistent. Be memorable. ← Back to all guides

Learn more

Designing a Simple Client Greeting Calendar

The difference between firms that send cards consistently and those that don't usually isn't motivation—it's a plan. Without a calendar, "we should send cards" becomes "we'll get to it next month" until December rolls around and you're scrambling. This guide walks through building a simple 12-month greeting calendar you can actually stick to. Step 1: Segment Your List Not every client needs the same treatment. Start by grouping your clients into 2–3 tiers: •A-Tier: Top clients by revenue, relationship depth, or referral potential. These get the most touches. •B-Tier: Solid clients worth maintaining. Holiday card plus one or two additional touches. •Prospects/Referrers: People you want to stay visible to. One or two well-timed cards per year. Don't overcomplicate this. If you only have time for two tiers, that's fine. The goal is to make decisions once, then execute all year. Step 2: Map Touches to the Calendar Here's a sample calendar for a firm with 3 tiers: Month A-Tier B-Tier Prospects January Thank-you card — — May Check-in card Thank-you card Check-in card November Holiday card Holiday card Holiday card Year-round* Birthday/milestone Birthday/milestone — *Most client lists include birthdays or milestones spread throughout the year. A-Tier clients get 4 touches. B-Tier gets 3. Prospects get 2. Adjust based on your capacity and list size. Step 3: Decide What You'll Say You don't need unique copy for every card. Draft 4–5 messages that work across your list: •Thank-you: "Thank you for your continued trust. Looking forward to another great year." •Check-in: "Hope you're doing well. Let me know if anything comes up you'd like to discuss." •Birthday: "Happy birthday! Wishing you a wonderful year ahead." •Holiday: "Wishing you and your family a wonderful holiday season." Simple beats clever. The goal is warmth, not wit. Step 4: Lock in the Dates Put the mail dates on your calendar now—not "sometime in Q1." Specific dates create accountability. •January 15: A-Tier thank-you cards go out •May 10: A-Tier check-in + B-Tier thank-you + Prospect check-in •November 30: All holiday cards mailed •Year-round: Birthday/milestone cards as dates occur Want us to manage your calendar? With our done-for-you programs, you share your list and goals once. We handle scheduling, design, printing, handwriting, and mailing for each touch throughout the year. Plan my client greeting campaign → Common Mistakes to Avoid •Planning too many touches. 4 per year for top clients is plenty. Start smaller if needed. •Waiting until Q4 to start. Holiday cards are table stakes. The Q1–Q3 touches are what differentiate you. •Treating all clients the same. Your best clients should feel like your best clients. ← Back to all guides

Learn more