5 Ways to Engage Clients Through the Holiday Season

The holidays are a time when clients are reflecting on their families, their future, and the legacy they want to leave behind. For advisors, it’s the perfect opportunity to deepen relationships, spark meaningful conversations, and set the tone for a strong start to the new year.

Here are five proven ways to keep your client engagement high during the holiday season:

1. Send a Thoughtful Year-End Message

Go beyond the standard “Happy Holidays” email. Craft a warm message that acknowledges their trust, expresses genuine appreciation, and hints at what’s ahead. A personalized note or short video message can go a long way toward keeping your practice top of mind.

2. Offer a “Year-End Review” Instead of a Sales Meeting

Frame reviews as a holiday gift of clarity—a time to make sure every element of their plan is optimized before year-end. Clients appreciate when you proactively help them minimize taxes, rebalance portfolios, or address estate and insurance needs before deadlines hit.

3. Share Helpful, Human Content

People are scrolling more than ever in December. Share quick tips on topics like:

• “Smart Year-End Tax Moves for Retirees”

• “How to Give Financially Without Hurting Your Legacy”

• “3 Ways to Set a Financially Confident New Year”
  You’ll stay relevant while demonstrating real expertise.

4. Host a Client Appreciation Gathering

Whether it’s an intimate dinner, open house, or virtual “fireside chat,” use the holidays to celebrate your clients—not sell to them. Relationship-focused events often uncover organic opportunities as clients bring up their goals and concerns naturally.

5. Launch a “New Year, New Goals” Campaign

Set up a January outreach campaign now. Send appointment invites, launch a video series, or promote an educational workshop that helps clients and prospects start the year strong. The advisors who prepare before the holidays are the ones who hit the ground running in Q1.

Let Simplicity UFC Help You Execute It All

At Simplicity UFC, we don’t just give you ideas—we help you implement them. From custom year-end campaigns and event support to compliant client communications, we handle the heavy lifting in house so you can focus on relationships.

Our marketing, creative, and advisor development teams work together to help you engage clients, attract new prospects, and see measurable results—right away.

Let’s make this your most productive holiday season yet.