[NEW] Thanksgiving - Holiday Email

This email and text provide a meaningful way to honor Veterans Day while connecting with clients or prospects who are veterans or have veterans in their families.

It offers a thoughtful touchpoint that acknowledges their service and highlights relevant financial benefits.

Why It Works

• Heartfelt + Human:
  Thanksgiving is the perfect time to step away from numbers and strategies to focus on what really matters—relationships. A genuine note of appreciation helps clients feel valued and reinforces the human connection behind your professional partnership.
  
  
• Seasonally Relevant:
  As families gather and reflect, financial topics often come up naturally—retirement, gifting, estate planning, and future goals. Your message serves as a timely reminder that you’re there to help turn those conversations into confident, informed decisions.
  
  
• Trust-Building:
  By expressing gratitude and highlighting your continued support, you position yourself as more than a service provider—you’re a long-term partner who celebrates milestones, anticipates needs, and shows appreciation for every relationship.

How to Use It

• For Clients:
  Send this email as a warm thank-you message acknowledging their trust and partnership. You can include a simple note wishing them and their families a wonderful holiday season and a reminder that you’re available for any year-end check-ins or financial reviews before the calendar turns.
  
  
• For Prospects:
  Use this as a soft, relationship-building touchpoint. A friendly “Happy Thanksgiving” paired with a message of appreciation helps you stay top-of-mind without being overly promotional. It’s a chance to show genuine care and start building rapport before the new year.
  
  
• In Multi-Channel Campaigns:
  Pair the email with a short text message or a social post to extend your reach. Something as simple as “Grateful for the clients, colleagues, and communities we serve. Wishing everyone a wonderful Thanksgiving!” can increase visibility and engagement while keeping your brand tone warm and authentic.
  
  

Key Takeaway

The Thanksgiving Email is a simple yet impactful way to deepen client relationships and express gratitude during one of the most heartfelt times of the year.

It keeps you present in a positive, personal way—reminding clients that your partnership goes beyond financial planning. Sometimes, a sincere “thank you” is the most meaningful message you can send.

About This Email

Title: Thanksgiving

Type: Single-Topic Email/Holiday Emails

Description: Use this email to express gratitude to clients and prospects during Thanksgiving and position yourself as a resource for financial conversations

Target Audience: Clients and prospects

Running Time: Single email