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 […]
Continue readingWith 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 […]
Continue readingIn 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 […]
Continue readingSending 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 […]
Continue readingWhen 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 […]
Continue readingAs 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. […]
Continue readingThe 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 […]
Continue readingIf 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 […]
Continue readingMost 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. […]
Continue readingClient 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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