Pay attention to our client's feelings around the holidays.
Sheryl Hickerson
4xAward-Winning CEO of Females and Finance where we are Dedicated to Building Y.O.U. in #FinServ #FinTech through Community and Education | I am the Mother of 5 - Grandmother of 14 - and Ally/Advocate to Thousands.
For many, the holidays are when we should be spending quality time with our loved ones. (Or at least that's how every Hallmark Christmas movie makes it look.) We are busy preparing our homes for guests and visits. Or, we might be pulling out suitcases to pack too many clothes to go see those relatives in the distance. Whatever the holiday story is for you, we must also remember this time of year is not always as cozy of a time for others.
Pay special attention to those friends, family members, and clients who drop their dreaded breadcrumbs earlier in the year. They usually sound something like,?"My mother always has her brother over and I just can't stand the guy."?Or they might flat out say,?"I don't even want to celebrate the holidays anymore."?These aren't little quirky rants about family dynamics. Usually something has happened and the holidays with all their lighted menorahs and Christmas trees won't outshine this season of discomfort for some.
What to do... what to do?
If you know a client doesn't look forward to these times, you might slip a little note in the mail letting them know you hope their holidays remain bright. This can be a very stressful time for some and that little nod or nudge is so human and appreciated.
If you know a client is over-the-top excited about their holiday plans,?check-in with them and cheer them on. A raving fan can certainly pump up the volume of any holiday spirit, too!
The point is, the holidays are when our friends, family, and clients are typically pretty stressed out mentally, financially, and anything we can do to help them weighs heavy in their gratitude department.
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Stay well, friends.
Sheryl Hickerson, CEO - Females and Finance
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Sheryl Hickerson, CEO of Females and Finance, has proudly worked in the financial services profession for 32 years. She is an international speaker, an award-winning diversity advocate in the financial services community, and an award-winning financial services marketer.
You can learn more about her work?here.
Follow me for inclusive and heart-centered financial advice tips | Certified Financial Planner? Professional
2 年I'm glad you shared this. It's so important to remember. I recently shared the following on Facebook. It goes pretty hard, but it is written from a place of vulnerability. ___________________________ "You're welcome to come home, but your significant other isn't." This is a lived experience for many LGBTQ+ people year-round, but especially at the holidays. PSA for families: If the LGBTQ+ person doesn't come around after being told their love isn't also welcome, it's not on them, it's on the family. They aren't choosing to stay away. They're being pushed away. And, if you have a family member who isn't welcoming of a LGBTQ+ family member and you're not doing all you can to advocate for them or to create individual moments of welcome connection, you're just as complicit. ____________________