Write your Financial Advisor a Thank You Note

Thank You to your financial advisorHas a financial advisor helped you with your finances in some way?

I encourage you to write your financial advisor a thank you note. This will show them your gratitude for how they have helped you. Usually, the services they are helping you with are things you’d rather not figure out how to do on your own.

Did they recommend an investment that now how a great return? Did they help you rollover your 401K when you changed jobs? My advisor helped me enroll in a Roth IRA and answered all of my questions.

Thank you notes to your Financial Advisor examples

Dear [insert their name],

Thank you for helping me enroll in a Roth IRA. I had been feeling overwhelmed with the process. I also appreciate that you did all the paperwork for monthly automatic withdrawals. I will be saving money without having to remember doing it.

Thanks again,
[your name]

Hi Bob,

I am much more comfortable choosing funds for my investment portfolio after our discussion last week. I appreciate the extra time you spend answering my questions. I needed to understand the details before making the investment. I hope to see a great return soon!


Thank Your your financial advisor with a thank you note! This post includes some example notes.

[Insert their name],

I was very pleased when I opened my statement this month. The funds you recommended are doing great this quarter! I am thankful that I trusted your advice. Let’s plan to meet twice a year to review my portfolio.

Best regards,
[your name]

[Their name],

Thank you for explaining the various forms of life insurance and how each one works. I am happy with my selection for a term policy. I also found the arrangement to have a nurse come to my home for the life insurance test quite convenient. And thanks for doing all the paperwork!

[your name]

Hello [their name],

Changing jobs was a very stressful time for me last month. I was very happy that you were able to transfer my 401k to an IRA for me. That saved me some time and stress. And I like the funds you choose in the IRA. I am grateful to be able to rely on you.

[Your name]

Have you thanked your financial advisor lately? if so, what did you thank them for?

Interested in thanking more people in your life? Check out this list of people to thank.

Heidi has been writing thank you notes for more than 30 years and is the author of A Modern Guide to Writing Thank-You Notes. Her goal is to help people write better thank-you notes by providing tips and examples.

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