Travel Books – A Thoughtful Treat


You have just received a call from a client.  They are going on a trip!

Likely they have contacted you regarding a financial, legal or insurance matter for this trip.

Usually the conversation starts with, “Hi, I am going on a trip and I need…”

My first response is always – “Great!  Where are you going?”

After what is usually a pleasant conversation about the destination and addressing the reason for the call, I head right over to and quickly search for “travel books (insert destination)”.

Once an appropriate choice is selected, I send it directly to the client with a cover note wishing them best and that we thought they might enjoy reading up on the destination.

The book arrives a few days later which has generally been followed by a big smile from the client and a very genuine thank you.

Guide: Clients work very hard and get very excited about a big trip to a special destination.

Action Item: Send them a travel book and let them know you share their excitement.

© 2010 The Advisors Center, LLC – All Rights Reserved

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