Make a Huge Impact on Your Clients by Caring About Their Overall Well-Being

We could all use a little encouragement. Use this easy way to let clients (as well as your own team members and COIs) know you care about them and their overall well-being – well beyond their balance sheets.

  • Start by getting a subscription for yourself and enjoying the uplifting content.
  • Do the same for your business team members, showing you care about them and their lives outside the office.
  • Arrange subscriptions for your clients, letting them know why you chose this gift for them.
  • As a bonus, gift subscriptions to COIs to deepen relationships with them while also offering them a great idea to connect further with their own clients.

Related: 3 Powerful Points for Your First 2022 Client Conversation


You can make a huge impact on your clients by taking a holistic approach to their well-being.

I’m not talking about you replacing their pastor or their doctor, but your clients are more to you than just their financial balance sheet, and you want to let them know that. You want to let them know you are interested in their mental, emotional, spiritual, as well as their financial well-being.

As I mentioned com/2022/01/3-points-first-meeting-of-the-year-distraction-proof-advisor-idea-276#videoContent" rel="noopener" target="_blank"> last week, you want to provide them content with helpful ideas relevant to a broad range of facets of their lives—information that will support them in areas they may want to improve. I mentioned that many people thought this year would be dramatically different, but it has really started just the same (which can feel discouraging), and so, you want to be an encouraging, uplifting person in your clients’ lives.

A great, cost-effective way to do this as an advisor is to get your clients a subscription to Reader’s Digest. The price is ridiculously low—you can subscribe for a year for $10 or get a two-year subscription for $15. Inside there are great articles on humor, relationships, health—all sorts of things. Here’s one here about the new rules of laundry. Who even knew there were rules? But apparently there are now new rules! (That would have helped me when I was in college and turned everything red.) So, there are many helpful articles in this little magazine.

You don’t want to finish off the day, and you don’t want to have your clients finish off the day with news headlines, or, frankly much of the garbage that’s on TV today, on their minds. With a subscription to this magazine, your clients can keep a copy by their bedside and read a humorous story or two, or learn about a wonderful medical hero who has positively impacted their local community. This is a cost-effective way to stay positive in the lives of your clients.

So, to do this most effectively,

  1. Get a subscription for yourself. It’s incredibly cheap. Start to enjoy reading it.

  2. Get subscriptions for your team members, for the people working in your office. Let them see that you care about them, also.

  3. Get subscriptions for your clients. Let them see that you’re interested in their overall well-being—not only their financial balance sheet, but the other areas of their lives, as well.

  4. And as a bonus, also get subscriptions for referral partners you’re working with. Just let them know, “With all the negative information continually bombarding us all, including our clients, we have reached out and connected with our clients by providing them a simple, cost-effective gift—the Reader’s Digest. We got subscriptions for some of our clients and thought you might enjoy a subscription, too.” You will provide a referral partner with a great idea to show their clients that they care for them.

Do this to stay in your clients’ minds as somebody who cares for them, holistically and sees them as more than just their finances.

I look forward to bringing you another Distraction-Proof Advisor Idea next week.