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“The best way to spread Christmas cheer is singing loud for all to hear.” – Elf
As the lights twinkle and the air fills with festive spirits, the holidays offer more than just gifts and cheer. This time of year, also brings opportunities for your business to grow in ways you might not expect. For retirement plan advisors, the end of the year can be a hidden gem for advancing your business. Let’s unwrap three hidden benefits of sending holiday greetings that can set your business up for success.
1. Unwrapping 3 hidden benefits
As people prepare to retire, many of them choose to do so around the holiday season. This means you’ll likely receive numerous “out of office” replies, often with updated contact information for the person taking over that role. These transitions can be golden gifts for updating your contact list.
You’ll have the chance to update your email campaigns with accurate, up-to-date details like the new contact’s name, phone number, and email address. Having this fresh information helps you stay relevant and maintain strong communication with your client and prospect base.
Pro Tip: Reach out with a warm welcome to the new contact, introducing yourself and offering your support as they settle into their role. You can even include a fun fact to break the ice! A quick Google or LinkedIn search might help you find some common ground to make the connection even stronger. Staying ahead of these transitions makes a great impression and builds lasting relationships.
2. Refresh Your Contact List
The holiday season tends to be a bit slower for many businesses, making it the perfect time to focus on tasks that often get pushed aside, like reviewing and cleaning up your contact lists.
Dedicate a few days to comb through your data and ensure all the information is correct: name, company, title, locations, email, and phone number. To make this task more efficient, turn it into a team activity.
Pro Tip: Create a friendly competition—whoever updates their contacts the fastest can win a prize. Keeping your information accurate ensures a fresh start in the new year and positions your business for success.
3. Live Rent Free in Their Minds
While everyone’s sending out the usual holiday cards, gifts, and party invitations, this season gives you a chance to really stand out. Be intentional with your holiday gestures. Choose thoughtful, memorable gifts that reflect the values of your company and will be cherished by your recipients.
Here’s a tip: If your gifts feel like the typical bland basket—packed with stale crackers, generic cheese spreads, and an overwhelming amount of filler tissue—it’s better to skip it altogether. On the other hand, a thoughtful, personalized gift can make all the difference. Imagine sending a LEGO mini-figure customized to resemble the recipient, or a personalized apron for the aspiring chef. That’s the kind of surprise that sticks with them long after the holidays are over!
When the days are shorter and there’s a chill in the air, use the holiday season to strengthen your business from within. Whether it’s updating contact information, ensuring data accuracy, or sending a thoughtful gift, these simple actions can help you solidify relationships and prepare for a successful new year.
After all, the holidays are more than a time of giving, they’re also an opportunity to receive valuable insights and data to propel your business forward.
Related: Top 10 Lead-Generating Campaigns for 401(k) Advisors in 2025