Indigo Can Help You Send Holiday Greetings to Your Clients

Indigo Can Help You Send Holiday Greetings to Your Clients The Power of Personal Connection During the Holidays

The holiday season is the perfect time to reconnect with clients, show gratitude, and strengthen relationships. While so much interaction is online these days, sending a personal video message is one of the most meaningful ways to engage your clients—and Indigo Marketing Agency can help you do just that.

At Indigo, we know firsthand how impactful a heartfelt holiday message can be. Last year, we sent our own holiday greeting video to clients, blending gratitude with a festive message of appreciation. The positive feedback we received reinforced the power of video to connect on a deeper level during this special time of year.

We specialize in helping financial advisors create authentic, heartfelt holiday greeting videos that reflect their unique brand and voice. Whether you’re thanking clients for their trust and loyalty or wishing them a peaceful holiday season, a video can leave a lasting impression and reinforce your relationship.

Here’s How We Can Help You Send Your Holiday GreetingsScript Development
Not sure where to start? We’ll work with you to craft a compelling, personalized script that fits your style and message. We’ll keep it warm, professional, and concise, ensuring you communicate gratitude while staying on brand.Video Production & Editing
Don’t worry if you don’t have professional video equipment—your smartphone will do! We guide you through the recording process and handle all the editing, including adding your logo, music, and any holiday-themed elements to make your video feel polished and festive.Email Campaign & Social Media Integration
Once your video is ready, we help you distribute it through a well-coordinated email campaign and across your social media platforms. This helps you maximize reach, making sure your message touches all corners of your client base.Personalization & Automation
Want to take it a step further? We can set up automations that allow you to send personalized video messages to different client segments. This ensures each recipient feels valued and appreciated on a personal level.Examples of Past Holiday Messages We’ve Done for Our ClientsUnified Wealth Management: Holiday Reflections and Traditions

Unified Wealth Management shared a heartfelt holiday video, blending personal stories with professional gratitude. By reflecting on the year’s challenges and highlighting family traditions, the message encouraged clients to take time to relax and appreciate the joyful moments. The combination of personal and professional elements helped foster a strong emotional connection with clients.

Worth Asset Management: Thanksgiving Reflections

Worth Asset Management offered a thoughtful Thanksgiving video, expressing gratitude for the trust and collaboration of their clients throughout a challenging year. The message acknowledged the hurdles faced while celebrating the continued motivation that comes from helping clients achieve their financial goals. This video was shared across multiple platforms, reinforcing a sense of partnership and appreciation.

Heimensen Wealth Advisors: Weathering the Storms

Heimensen Wealth Advisors expressed their gratitude for serving clients through the ups and downs of the past year with the message: “Skilled sailors are not built by calm seas.” The video encouraged clients to reflect on their own successes, set goals for the year ahead, and take time to reset and recharge. Their message was both inspirational and appreciative, highlighting their dedication to guiding clients through life’s changes.

Why Send a Video This Season?

A personalized video greeting is a simple yet powerful way to:

Reinforce relationships with your clients by showing genuine appreciation.Stand out during the busy holiday season when your clients are bombarded with generic messages.Build trust by putting a face to your brand and making your communication more personal.

At Indigo, we love taking the burden of marketing off your busy plates. Let us take care of the entire process—from script to distribution—so you can focus on what matters most: your clients. 

If you’re ready to make this holiday season extra special for your clients, reach out to us today to get started on your personalized holiday video message.

Schedule Your Free Marketing Strategy Call Today Let’s find out what’s working—and what’s not—when it comes to your marketing. Get Started Check Out Our Related Video Content How Advisors Can Use Video To Stand Out (Webinar)

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