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 Read More...
Corporate gifts for clients can be a great idea or a colossal flop spending can get out of hand, or say something that you don’t want to say to your clients . There’s no doubt about it – everyone loves receiving gifts. When words aren’t enough, gifts can be a great Read More...
In this article, we’ll discover what a robo-advisor is, how a robo-advisor works, and what the pros and cons of using one are, and how you can stand out by using a greeting card service. We’ll see that there are some things that robo-advisors can’t offer, in particular the peace of Read More...
In this article, we’ll look at the importance of client retention and how financial advisors and professionals can improve their client retention by sending cards online. As well as why you should make efforts to retain existing clients, we’ll look at the principles of relationship marketing and how sending greeting cards Read More...
Business birthday cards are a great way to show your clients that you care about them and remain in the forefront of their minds, but did you know you can go further than the great touch birthday cards for clients. It seems so simple to offer someone a general thanks for Read More...
As the President and Founder of Physician Family Financial Advisors, Ben Utley knows the importance of saving time and money. That’s why he reaches out to his clients, family, and friends by mailing automated cards and gifts. And there is only one company he uses: The Birthday Company. In his recent blog Read More...
