Automated Greeting Card Mailing Service

for Financial Professionals

Automatic birthday card service for Financial Advisors.
PlanMember advisors receive a 10% discount
on most products (excluding gift cards).

Never Miss Another Birthday!

We mail it for you - just $3.95!

• Your Signature(s)

• Your Company Logo

• Your Return Address

• All Cards Made in the USA

REQUEST MY FREE SAMPLE

KEY FEATURES

NO contracts, setup fees, service fees,

or minimum number of clients required.

Automatic birthday card service for Financial Advisors. PlanMember advisors receive a 10% discount on most products (excluding gift cards).

Signature(s) printed in ultra-high resolution so they appear you signed the cards yourself

Online secure access to your account to view, edit, and manage all client mailings

Birthdays' rescheduled automatically so you never miss another birthday

Your return address on the envelope and your logo (optional) printed on the card

All birthday card designs rotated daily so clients never receive the same card twice

Free birthday reminder emails and option to add compliance disclosure included free

Include gifts like candy and gift cards with your mailings to really impress clients.

SEE GIFT LEVELS

We make boosting customer engagement and improving customer retention as easy as 1, 2, 3!

1. Create Account

Complete a short information form and setup your username and password.

2. Submit Info

Send us your birthday list and signature(s). We'll upload them to your account for you.

3. Review/Approve

Once setup, we'll call you to review the account features, options and settings.

CREATE ACCOUNT

Lilly

Stratos Wealth Partners

San Diego, CA

Customer since 2008

After working with you and your company for several years, I have a deep appreciation for your service.

I have received thank you cards, calls, and letters from clients who've received your special packages. They just love them. The candies are divine, and the CDs are delightfully clever, classy and "jazzy." Now that you also offer the Starbucks, Amazon, and Restaurants Gift Cards, my clients are really in for a treat!

For a very reasonable investment, you provide a wonderful, ongoing service. And thank you for the reminder emails as well - so helpful! Keep up the great work!

Bruce

Ameriprise

Lake Charles, LA

Customer since 2006

My partner and I have been very pleased with the cards and gifts from The Birthday Company.

In the daily rush that is our business these days, it's difficult to set aside time to send out a special contact to our best clients. The Birthday Company makes this effortless. We use them not only for birthdays, but also for special occasions and to express thanks in a special way. Their gifts and cards are unique and classy in an elegant way. They are extremely convenient and easy to deal with, and always seem to know the best suggestion for each client situation.

Great investment in our business!

Jerri

Wealth Horizon

Duluth, GA

Customer since 2009

Wealth Horizon has been using The Birthday Company services for over a year to recognize our clients' birthdays and anniversaries with our company.

TBC has first -rate customer service. Setting up our clients' accounts was effortless. We control the client list by adding and deleting as we need on a website.

This service is a wonderful tool to make sure our clients know we are thinking of them on special occasions.

Gary

Ameriprise

Pikesville, MD

Customer since 2007

We have been very pleased with the cards and gifts from The Birthday Company. Our clients and friends have not only been surprised but we’re also pleased knowing they’re being recognized on their special day.

The Birthday Company has been very flexible and even offers other occasions, besides birthdays. Their cards, toffees, and gift cards make a difference every time.

Thank you, Birthday Company, for your ease and continued timely deliveries 24/7, 365 days a year!

Sue

LPL Financial

Colorado Springs, CO