Why Personal Touch Still Matters Client relationships are at the heart of financial advising. While portfolio performance and planning are clearly important, what often sustains those relationships over the long term is something much simpler: genuine, personal connection. In a landscape crowded with automated emails, text reminders, and generic newsletters, small Read More...
Staying Personal in a Busy Business World Running a small business means wearing a lot of hats. Between client work, operations, marketing, and managing people, staying in touch in a meaningful way can fall by the wayside. But in a time when relationships drive referrals and repeat business, a simple gesture Read More...
When you’re trying to keep things running smoothly—whether in an office or a busy household—greeting cards can feel like a surprisingly complicated part of the equation. What should be a simple task quickly turns into a time-consuming process. You start asking, Where can I buy greeting cards that aren’t boring, overpriced, Read More...
In an age where emails and text messages dominate communication, receiving a card in the mail is a refreshing and meaningful experience. It signals that someone took the time and care to do something extra. A personalized greeting card can brighten a client’s day, touch a friend’s heart, or make a Read More...
In today’s fast-paced world, efficiency is key to maintaining strong client relationships. Businesses often turn to automation to streamline communication and ensure they stay in touch with clients regularly. However, there’s a delicate balance between efficiency and personalization. How can you automate client communication without losing the personal touch that clients Read More...
In the competitive world of financial services, the difference between a one-time client and a lifelong relationship often comes down to personal connection. While your expertise with numbers matters, research consistently shows that clients stay with advisors they feel genuinely care about them as people—not just as accounts. The Birthday Company Read More...
Financial advisors know great relationships drive business growth. The Birthday Company’s automated birthday card service helps you nurture these connections year-round with personalized cards—eliminating the hassle of managing them yourself. Request a Free Sample card.Birthday Cards: A Powerful Tool for Financial AdvisorsClient birthdays are the perfect opportunity to show you care. Our Read More...
Looking for a reliable card mailing service? Do you need a hassle-free way to send cards that will keep client relationships strong? The Birthday Company offers automated greeting card services designed for busy professionals. We help financial advisors, healthcare providers, lawyers, and service businesses stay connected with clients through personalized cards—all without Read More...
Considering a card mailing service for your financial advising business? As a financial advisor, you know happy clients are everything. Studies show that finding a new client costs anywhere from 5 to 25 times more than keeping your current ones. Those relationships you’ve already built are pure gold. But between quarterly Read More...
The new year brings exciting new opportunities for your business. 2025 is poised to be a landmark year, driven by advancements in AI, personalized experiences, and cutting-edge digital interactions. Now is the time to embrace these trends and give your business a competitive edge! Businesses that send automated birthday cards to Read More...
Ever get an automated message from a company that just felt… off? Like it was giving you the wrong info or trying too hard to be human (and failing)? We all have stories about automation gone wrong. These messages make us cringe and think twice about doing business with that company Read More...
Many financial advisors want to simplify their business operations in the new year. This desire for efficiency is understandable given the time constraints many advisors face. In a J.D. Power survey, nearly one-third of financial advisors said they don’t have enough time to spend with clients. They reported spending 41% more Read More...
When to Send Greeting Cards to Clients and What to Say Many people associate corporate greeting cards with birthdays—and for good reason. Birthday cards are a popular choice for businesses. Sending automated birthday cards to your clients is a great way to build relationships and elevate your brand. Like traditional birthday Read More...
Trust is the currency that drives customer loyalty. A simple birthday card can strengthen client relationships and turn casual customers into lifelong advocates. Automated birthday cards streamline the process. They allow you to connect with clients on a more personal level without adding more work to your plate. Discover how automated Read More...
Do you hate forgetting client birthdays? Want to send client gifts without the stress and hassle? Automated birthday gifts are a great solution. Automated gift-giving services have become popular among businesses looking to simplify their corporate gifting process. They allow you to choose thoughtful gifts and avoid the time-consuming details like Read More...
