311: 3 Thanksgiving Ideas for a WOW Client Experience!

The Efficient Advisor: Tactical Business Advice for Financial Planners

Looking to make your client experience stand out this holiday season? 🍂 In this episode, I share simple yet impactful Thanksgiving ideas that show appreciation while staying efficient. From personalized cards to memorable gifts and even hosting a pie pick-up event, you’ll learn creative ways to connect with clients without overwhelming your schedule.

The goal isn’t just a seasonal gesture—it’s creating meaningful, repeatable touchpoints that strengthen relationships and keep you top of mind. With a little planning, these thoughtful traditions can become effortless highlights in your client experience year after year.

I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel!

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