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Birthday messages for clients
20 short, professional birthday wishes for your clients, written for financial advisors and insurance agents. Copy one, fill in the name and one thing you remember, and send it on WhatsApp.
Short and professional
Short and simple
Send: Any client, any year
Happy birthday, [Name]! Wishing you a healthy and happy year ahead.
A newer client
Send: Their first birthday since you met
Happy birthday, [Name]! Thank you for letting me be part of your planning this year. Wishing you good health and a great year ahead.
A long-time client
Send: Someone you've looked after for years
Happy birthday, [Name]! It's been [number] years since we first met, and it's always good to hear how you and the family are doing. Have a wonderful day.
With something you remembered
Send: When you noted a plan or a hobby
Happy birthday, [Name]! Hope the [trip to Japan] is still on the cards this year. Have a great day celebrating.
A client you haven't spoken to in a while
Send: No contact for six months or more
Happy birthday, [Name]! It's been a while. Hope you and the family are keeping well. Have a lovely day.
After a hard year
Send: A loss, an illness or a tough year
Happy birthday, [Name]. I know this year hasn't been easy. Hoping the year ahead is a gentler one for you and the family. Thinking of you today.
Milestone birthdays
30th
Send: The morning of
Happy 30th, [Name]! A new decade. Hope it brings everything you've been working towards.
40th
Send: The morning of
Happy 40th, [Name]! Wishing you a big celebration today and an even better decade ahead.
50th
Send: The morning of
Happy 50th, [Name]! Hope the family spoils you today. Wishing you good health and many more good years.
60th
Send: The morning of
Happy 60th birthday, [Name]! Wishing you good health and many more happy years with [family].
Their family
Their child
Send: The week of the birthday
Hi [Name], please wish [child's name] a happy birthday from me! [Age] already, time really flies.
Their spouse
Send: On the day
Hi [Name], please wish [spouse's name] a happy birthday from me! Hope you two get a nice evening out.
Their parent
Send: When they mentioned it
Hi [Name], you mentioned [parent]'s birthday is this week. Please pass on my best wishes. Hope you all have a lovely dinner together.
In each communication style
Direct
Send: Wants it short and to the point
Happy birthday, [Name]. Have a great day and a strong year ahead.
Expressive
Send: Warm, chatty, loves a celebration
Happy birthday, [Name]! 🎉 Hope today is full of good food and good company. Can't wait to hear how you celebrated!
Supportive
Send: Quiet, puts family first
Happy birthday, [Name]. Hope you get a quiet moment for yourself today in between looking after everyone. Wishing you and the family a peaceful year ahead.
Analytical
Send: Careful, no fuss
Happy birthday, [Name]. Wishing you a healthy and productive year ahead. No need to reply.
Similar to the four styles used in DISC, DOPE and colour-based trainings. Based on what you've observed, not an official or affiliated assessment.
Awkward timing
You're a day late
Send: The day after
Hi [Name], I'm a day late, but happy belated birthday! Hope you had a good celebration.
Birthday on a festive day
Send: Falls on Chinese New Year, Hari Raya, Deepavali or Christmas
Happy birthday, [Name], and happy [Chinese New Year]! A double celebration this year. Wishing you and the family a great one.
In hospital or recovering
Send: When you know they're unwell
Happy birthday, [Name]. Not the way you planned to spend it, I know. Wishing you a smooth recovery and a much better year ahead.
Five rules for client birthday messages
- Send it in the morning
- A message at 8am reads as thoughtful. One at 11pm reads as an afterthought.
- Use one real detail
- Their name, plus one thing you remember: a trip, a new job, a child's name. That's what separates you from the bank's automated SMS.
- Don't sell
- No product, no link, no 'by the way, your review is due'. A birthday message with a pitch at the end is a sales message. If a review is due, send that on another day.
- Send it one by one
- Not a broadcast list. Clients can tell, and a broadcast also needs them to have saved your number.
- Keep it short
- Two or three lines on WhatsApp. They'll read every word of a short message and skim a long one.
Never miss a client's birthday
AdvisorKin keeps every client's birthday, and their family's, with your notes. Each morning the Today screen shows whose birthday it is, with a message drafted in the way that client likes to be spoken to. Copy, paste into WhatsApp, send.
Questions advisors ask
- What should I write in a birthday message to a client?
- Keep it to two or three lines: their name, a warm wish, and one detail you remember about them, like a trip they're planning or how many years you've known each other. Leave out anything about policies or products.
- Should I mention insurance in a birthday message?
- No. A birthday message that ends with a pitch or a reminder about a review stops being a birthday message. If something is due, send it on a different day.
- What is a short, professional birthday wish for a client?
- "Happy birthday, [Name]! Wishing you a healthy and happy year ahead." It's short, warm and works for any client. Add one detail you remember to make it personal.
- When should I send a client's birthday message?
- In the morning of their birthday. If you miss it, a short belated message the next day is better than nothing.
- WhatsApp, card or call?
- WhatsApp suits most clients in Singapore. A call works for long-time clients you're close to. A card is a nice touch for milestone birthdays, but check your company's rules before sending any gift with it.
- How do I remember all my clients' birthdays?
- Keep them with each client's notes rather than in a separate calendar, so you see the birthday next to what they told you. AdvisorKin does this for you and lists the day's birthdays on your Today screen, with a message drafted in each client's style.
Know an advisor who'd find this useful?
Send it to them, or to your team chat. It's free, and they don't need to sign up to read it.
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