June 26, 2025

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...

How Financial Advisors Use Greeting Cards to Boost Client Retention (Without Lifting a Finger)
June 12, 2025

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...

Automated Greeting Card Mailing Services: How They Save Time and Keep You Top of Mind
May 29, 2025

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...

Where to Buy Greeting Cards That Don’t Add to the Chaos? A Solution for the Overwhelmed Office Manager
April 30, 2025

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...

How to Automate Client Communication Without Losing the Personal Touch
April 10, 2025

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...

How Company Birthday Cards Enhance Client Connections for Financial Professionals
March 31, 2025

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...

Financial Advisor Birthday Cards: Strengthen Client Relationships with Professional Card Services
March 15, 2025

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...

Card Mailing Service: Professional Automated Card Sending for Businesses
February 26, 2025

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...

How a Card Mailing Service Helps Build Strong Client Relationships
December 20, 2024

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...

When to Send Greeting Cards to Clients (Plus Messaging Ideas)
November 25, 2024

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...

Benefits of Automated Birthday Cards to Build Customer Trust