Financial advisors are always chasing the next big marketing move. SEO, Facebook ads, newsletters, LinkedIn posts—the hope is that one of these channels will finally deliver steady growth. But the latest Kitces Marketing Study revealed something advisors often miss: SEO, social, and newsletters rarely drive massive results on their own. They Read More...
If you’re a financial advisor, you’ve felt it: new clients are harder and more expensive to win. Michael Kitces’ research shows the financial advisor client acquisition cost now tops $3,000–$3,800 per client. What’s striking is that roughly 80% of that cost isn’t ad spend. It’s your time. (Kitces.com) So the real Read More...
When looking for financial advisor marketing ideas, it’s easy to get caught up in big, external tactics like SEO, social media campaigns, and other digital strategies. While these are important, they can sometimes pull our attention away from something equally valuable: local marketing ideas for financial advisors. As a financial advisor, Read More...
We’ve all been there. You spend a lot of time and energy generating leads for your business—especially in financial advising. You get some great prospects, but many of them just aren’t ready. They still want to explore their options, talk to other advisors, or they simply aren’t ready to commit. So Read More...
Client relationships are everything in the financial world. Whether you’re a solo advisor or part of a larger firm, you already know how much trust, loyalty, and referrals depend on small, thoughtful gestures. One of the simplest yet most impactful ways to nurture those relationships? Remembering a client’s birthday and sending Read More...
Keeping up with birthdays for clients, colleagues, or friends can be overwhelming, especially as your contact list grows. If you’re still using a spreadsheet and trying to remember to send cards manually, there’s a better, faster way. In this step-by-step guide, we’ll show you how to streamline your entire birthday card Read More...
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...
