7 Random Acts of Kindness for Financial Advisers

7 Random Acts of Kindness for Financial Advisers

I’ve spoken before about random acts of kindness; the unexpected things that you can do for a client and today, I would like to share seven of these with you.
 

Before I do, I think it’s important to say that the world doesn’t see enough kindness [especially at the moment] and that it’s important to make sure that your random act is sincere rather than because you simply read this article and I suggested you should! I trust that makes sense!

Here are seven random acts of kindness
 

1. If a client has a significant birthday coming up and you find out they are going to a restaurant to celebrate – order a bottle of champagne for when they arrive.

2. If a client is going on a holiday find a book about the location [it could be history based, art based, fact based, photography based] and post it to them before they go, with a note to wish them a lovely trip.

3. If a client is going into hospital for a period of time, order a fruit basket [for some reason hospital fruit doesn’t look like fruit!] or a book.

4. If a client’s child has recently passed their driving test, send them a gift certificate for an advanced training course.

5. If you hear that a client is participating in a charity event, either themselves or through their kid’s school, make a donation.

6. If a client has recently purchased a pet [I’m thinking dog or cat!] send them a pet hamper.

7. The seventh idea I have? Listen to what is happening in you client’s lives and every month, as a business, during your team meeting, identify one or more clients that you can send a random act of kindness to.

None of the above requires a significant investment – it’s not about breaking the budget, it’s about showing you care and that you listen, because at the end of the day, that’s what most of you say you do.

A couple of years ago, Airbnb ran a campaign called, #onelessstranger, it was incredible. Amazing on lots of levels but the reason I share this campaign is that it involved Airbnb giving 100,000 of their hosts $10 to use towards a random act of kindness. I’m not suggesting you have to spend that kind of money, but it was an incredible brand campaign for Airbnb.

What random acts of kindness does your business do?

Rachel Staggs
Advisor Marketing
Twitter Email

The first thing you should know about me is that I’m insanely committed. Committed to hard work, to results­ driven marketing, to financial services, and especially to peop ... Click for full bio

A Skill for Advisors to Master to Keep Clients for Life

A Skill for Advisors to Master to Keep Clients for Life
 

There's one key approach that makes you invaluable to your clients so they want to stay with you for the long-term.


You have to genuinely be interested in people.

Click the image above to watch the video!

Paul Kingsman
Development
Twitter Email

Paul Kingsman helps financial services professionals overcome distractions to achieve success sooner. Combining his experiences as an Olympic medalist and his background as an ... Click for full bio