Five Ways to Show Your Clients You Care This Valentine’s Day - Western Asset Protection
show your clients you care this Valentine's day

Five Ways to Show Your Clients You Care This Valentine’s Day

This Valentine’s Day, show your clients how much you care about them. If you’re not sure what to say, don’t worry – we’ve got you covered. Use any of these heart-felt strategies to reach out and show them you care!

Send your clients a sweet message with a link to your favorite recipe. For example: “Hoping you have a SWEET Valentine’s Day. Here are some sample recipes you can link to.

Heart Number 2Post one of these Valentines on your social media pages or add them to your emails. You can right click on these images and choose “Save As” to save them to your device.

 You're the Part A to my Part B

I Medi-Care for You

You had me at AEP

Heart Number 3Leave an old-fashioned Valentine at your client’s door. Let your client know you might stop by to drop off a little thank you. Make it extra special by including a small gift, such as a box of chocolates, a single rose, or a pair of movie tickets.

Heart Number 4Host a virtual event. You could host a virtual cooking class or host a Valentine’s themed virtual scavenger hunt. It’s easy to do. Simply come up with a list of items and tell your guests to go find them and then share with the group on Zoom. For example – Find something red, something heart-shaped and something sweet. Get creative ideas here!

Heart Number 5Share a funny poem or joke, or local Valentine’s activities via email or social media. Write your own “Rose are red, violets are blue” poem. If you can’t think of anything clever, go to BrainyQuote, where you can find plenty of Valentine’s Day quotes that are ready to be shared. You can also alert your customers of these local adventures to enjoy with their loved ones on Valentine’s Day. For example, you could create a social media post that says, “Looking for a great Valentine’s Day adventure? Check out this!”

Holidays like Valentine’s Day are the perfect excuse to show your clients how much they mean to you, and the outreach could help with client retention or even drum up some referral business. It’s always good to stay top of mind with your clients because you never know when they’ll need something.

In addition to communicating with your clients, Valentine’s Day is a perfect time to send your carrier broker managers a note of appreciation. Also consider reaching out to other partners who help your business run smoothly, like your accountant. A handwritten card is always a thoughtful way to show your appreciation and build strong relationships.

From all of us at WAP, happy Valentine’s Day!  We wish you endless love, laughs and memories today and every day!