bdc_admin, Author at The Birthday Company

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guide for how to write business birthday cards

How to Write Business Birthday Cards without the Awkwardness

If you have found yourself stuck while writing a birthday message for a VIP, don’t panic! Our handy guide to writing great business greeting cards will give you the confidence to write a message with the perfect balance of rapport and personality, without coming off as “trying too hard”. Five steps to perfect messages in […]

Are Business Holiday Cards Really Worth It? Know the dos and Don’ts

With the holiday season approaching, it’s time to start thinking about business holiday cards, but sending holiday cards for many businesses looks like a lot of effort for a task with little perceived pay-off. It’s true that, when they’re done badly, corporate holiday cards can seem insincere like “checking a box” and will only end […]

How to Make Contacting a Prospective Client a Warm Engagement Instead of a Cold Call

In the world of business, contacting a prospective client is an essential part of expansion and growth. Unfortunately, the process of cold calling is rarely an easy one. If you’ve ever been on the other end of a cold call from a business, your first instinct was likely to end the call as swiftly and […]

The Note We Hope Never to Write – Sending Professional Condolence Messages

Sending condolences is never easy. We want to express our support, but do it in a way that is respectful and honoring. Everyone grieves in their own unique way, so it can be difficult to know what tone and style of note is appropriate. If you’re struggling to find the words to express your sympathy […]

How to “Win” Writing Professional Thank You Notes

When it comes to business etiquette, few things are more important than the thank you letter. Unlike personal thank you letters, business thank you messages can prove to be a little tough to write. While personal thank you notes can have a casual tone and a few inside jokes peppered through the message, professional notes […]

New Business Basics: The Best Video Conferencing Software

As working from home seems like it may become the ‘new normal’ for many businesses, video conferencing is the go-to resource for a daily online meeting with a client. We’ve assessed the pros and cons of four different video conferencing software platforms to help you choose the right one for both your clients and employees. […]

The New Business Basics, How to Adapt and Thrive in Socially Distant Business

The recent COVID-19 pandemic has changed our work and social lives in ways we couldn’t have imagined. It has been both unpredictable and destructive, not only in the markets, but in the business basics we are accustomed to, and most of all to humanity as a whole. While financial advisors are highly skilled when it […]

The Importance of Attention to Detail in Customer Giving

If you’ve ever received an unexpected card or gift in the mail, you’ll know how special that attention to detail can make you feel, especially when it comes from a business. Sending a personalized gift in the mail requires thought and consideration, a detail missed by many businesses nowadays, so the recipient will feel touched […]

How to Connect with Customers During Difficult Times

Most businesses know that reaching out to customers is essential, contrary to popular “wisdom” much more so during difficult times. Customers should feel connected and dedicated to your brand, and remaining in frequent contact is an excellent way to achieve a good level of brand engagement. However, sometimes reaching out is easier said than done. […]

How to Make Your Customers Your Best Advocates Through Memorable Client Engagement

Client engagement is a hot topic for an advisor firm, and with good reason. In this article, we’ll take a look at what exactly client engagement is and why it is so important. We’ll then provide some client engagement activities you can use to boost your customer relationships. The client engagement strategies we’ll cover most […]

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