How can you build strong client relationships outside of business hours?

1 Send personalized messages

One of the simplest and most effective ways to build rapport with your clients is to send them personalized messages on special occasions, such as birthdays, anniversaries, holidays, or milestones. You can use a tool like a CRM system or a calendar app to keep track of these dates and set reminders for yourself. Then, you can send a short and sincere message via text, email, or social media, depending on your client's preference and communication style. Make sure you use their name, express your gratitude for their business, and wish them well. You can also add a personal touch by mentioning something you know about them, such as their hobbies, interests, or goals.

2 Share relevant content

Another way to stay in touch with your clients outside of business hours is to share relevant content with them that can help them with their financial needs, challenges, or aspirations. For example, you can send them an article, a podcast, a video, or a webinar that covers a topic they are interested in, such as retirement planning, investment strategies, tax tips, or market trends. You can also add a brief note explaining why you think they would find it useful or interesting, and invite them to share their feedback or questions with you. This way, you can demonstrate your expertise, provide value, and spark a conversation.

3 Invite them to events

A third way to build strong client relationships outside of business hours is to invite them to events that can offer them networking, learning, or entertainment opportunities. For example, you can invite them to a seminar, a workshop, a webinar, or a conference that relates to their financial goals or interests. You can also invite them to a social event, such as a dinner, a cocktail, a golf outing, or a charity function, where you can interact with them in a more relaxed and informal setting. Make sure you choose events that suit your client's personality, schedule, and budget, and follow up with them before and after the event to confirm their attendance and thank them for joining.

5 Celebrate successes

A fifth way to build strong client relationships outside of business hours is to celebrate successes with your clients, whether they are yours, theirs, or both. For example, you can send them a congratulatory message, a card, a gift, or a token of appreciation when they achieve a financial goal, such as saving for a house, paying off a debt, or reaching a milestone in their retirement plan. You can also share your own successes, such as winning an award, completing a certification, or expanding your business, and thank them for their support and loyalty. This way, you can show your recognition, appreciation, and enthusiasm, and reinforce your partnership.

6 Respect boundaries

A sixth and final way to build strong client relationships outside of business hours is to respect boundaries and avoid overstepping them. While it is important to stay in touch with your clients and show them your care and commitment, it is also essential to respect their time, privacy, and preferences. You don't want to come across as pushy, needy, or intrusive, and risk damaging your trust and reputation. Therefore, you should always ask for permission before contacting your clients outside of business hours, and follow their cues on how often and how much they want to hear from you. You should also avoid topics that are too personal, sensitive, or controversial, unless they initiate them or invite you to share them.