It’s December! Here are a few tips to wrap up the year in a positive and proactive way.
START COMMUNICATING OFFICE HOURS
Start telling your team, clients and referral partners when your office will close for business.
Create an email footer, post to Facebook, put a banner on your website, create an article or blog post talking about what you and your team are doing for the holiday season.
Ask clients what they are doing for the holidays and share through your newsletter. People love seeing what other people are up to!
GIVE TO OTHERS
Let your clients know that instead of sending greeting cards or presents you are donating to charity.
Provide details and pictures about what the money will be used for (you should be able to get this information from the charity website).
Share on FaceBook, create a blog post and include in your next newsletter

OFFER A FREE FINANCIAL HEALTH CHECK FOR 2017
Offer a free financial health check to clients and their family and friends.
Share on FaceBook, create a blog post and include in your next newsletter.

SHARE FESTIVE STORIES
Share articles about “top 10 holiday locations for Christmas holidays”, “top 10 books to read over the holidays” or something with holidays in mind and preferably with your personality
Simply search and share on FaceBook, LinkedIn or Google.

DELIVER A MESSAGE USING VIDEO
Record a “Merry Christmas” message video to send to clients, place on your website and upload to Facebook, YouTube and LinkedIn .


