The final quarter is already stressful enough for financial advisors. Between year-end reviews, RMD deadlines, and tax strategy planning, your team can’t afford any missteps that confuse or frustrate clients. And yet, every year, something simple—like an outdated voicemail or unclear out-of-office reply—adds unnecessary friction.
Let’s avoid that this season.
This is your firm’s Holiday Tech Etiquette Guide, tailor-made for financial advisors in Salt Lake City. These small details can make a big difference in client trust, operations, and your firm’s professional image.
Update Your Online Hours (Before Clients Start Guessing)
Picture this: A high-net-worth client leaves a meeting in downtown Salt Lake, checks your Google listing, sees you’re "open," and drives to your office to drop off signed documents—only to find the lights off and doors locked.
Not only is that a bad look, but it could erode client trust.
Where to update:
- Google Business Profile (highest priority)
- Facebook, LinkedIn, and Yelp listings
- A banner across your firm’s website with exact holiday hours
- Apple Maps and Bing Places
Pro tip: Use a message like, "We’ll be closed November 28 through December 1 for the Thanksgiving holiday. Back Monday morning and ready to support your year-end planning."
Set Clear, Courteous Out-Of-Office Replies
Clients understand you take time off. What frustrates them is silence.
Set up a professional, personable out-of-office message across your team. It ensures your clients, vendors, and custodians aren’t left wondering if their time-sensitive message disappeared into a black hole.
Sample reply:
"Thanks for your message. Our Salt Lake City office is closed for the holidays from November 28 through December 1. If this is urgent, please contact our service line at (XXX) XXX-XXXX. We’ll respond promptly upon our return."
Avoid Oversharing (Protect Professionalism and Security)
Yes, you're hiking with family in Moab. No, your clients don't need to know that.
Sharing too many personal details in your OOO response can feel unprofessional—and potentially opens the door to security risks. Keep it simple:
- Dates out of office
- Return date
- Alternate contact if applicable
Save the vacation pics for internal Slack threads or your firm’s social media.
Test Your Firm’s Phone System (Before Clients Do)
You’d be amazed how often a firm’s main line still says, "We’re open normal hours," long after the holiday break has started.
Call your own office line. Does the greeting reflect:
- Your current holiday hours?
- A clear prompt for urgent needs or voicemail?
Sample voicemail:
"You’ve reached Reynolds Wealth Management. Our office is closed for Thanksgiving weekend. Please leave a message and we’ll return your call Monday. For urgent matters, press 1 to reach our on-call advisor."
Communicate Year-End Deadlines Early
Many financial advisors offer year-end gifting, IRA contributions, and RMD planning. Clients expect reminders and deadline transparency.
- Add "year-end deadlines" to your homepage banner
- Email clients with relevant planning checklists
- Post final dates for actionable items like transfers and distributions
These proactive touches show your firm is ahead of the game and focused on results.
The Bottom Line: Good Tech Etiquette Builds Client Confidence
The best IT support for financial advisors in Salt Lake City isn’t just about servers and security. It’s also about supporting your client experience. When communication is clear, systems are current, and holiday expectations are well-managed, trust goes up and stress goes down.
Remember, most frustrations stem from poor communication—not bad intentions. With a few proactive steps, your team can deliver a premium client experience, even while enjoying some well-earned time off.
Want to Make Sure Your Systems and Client Communications Are Holiday-Ready?
At Qual IT, we help Salt Lake City financial advisors stay secure, compliant, and connected with:
- Professional IT services and support for RIAs and financial planners
- Phone and communication system audits
- Cloud-based solutions for remote team access and client data
- Year-end readiness assessments
Click here to schedule your free network assessment.
Because IT should help you enjoy the holidays, not dread them.
