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8 Things to Say to Clients Before New Year’s Eve

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The next big holiday is New Year’s Eve.

The omicron variant has thrown a monkey wrench into party planning. It’s the Grinch that stole Christmas!

It’s not only acceptable but courteous to call your clients, wish them a happy new year and ask how they’re planning to celebrate. 

The questions and issues you raise should make for an easy conversation. 

Do you think your clients will appreciate your call? Yes.

See the gallery above for some points to bring up with your clients this week.


Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services industry. His book, “Captivating the Wealthy Investor,” is available on Amazon. 

(Photo: Shutterstock)