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...
The new year brings exciting new opportunities for your business. 2025 is poised to be a landmark year, driven by advancements in AI, personalized experiences, and cutting-edge digital interactions. Now is the time to embrace these trends and give your business a competitive edge! Businesses that send automated birthday cards to Read More...
Ever get an automated message from a company that just felt… off? Like it was giving you the wrong info or trying too hard to be human (and failing)? We all have stories about automation gone wrong. These messages make us cringe and think twice about doing business with that company Read More...
Many financial advisors want to simplify their business operations in the new year. This desire for efficiency is understandable given the time constraints many advisors face. In a J.D. Power survey, nearly one-third of financial advisors said they don’t have enough time to spend with clients. They reported spending 41% more Read More...
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...
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...
Do you hate forgetting client birthdays? Want to send client gifts without the stress and hassle? Automated birthday gifts are a great solution. Automated gift-giving services have become popular among businesses looking to simplify their corporate gifting process. They allow you to choose thoughtful gifts and avoid the time-consuming details like Read More...
Many people love getting birthday cards in the mail. Even Millennials and Gen Z-ers say they prefer to receive physical greeting cards over digital ones. Now imagine their excitement when they open their personalized birthday card and find a gift card to one of their favorite establishments. Client gift cards give Read More...
Have you ever wished you could magically add more hours to your day? Almost everyone has! Between handling administrative tasks and meeting with clients, business owners rarely have time for anything else. Research reveals that financial advisors typically spend more time on back-end office tasks than all their client and prospect Read More...
Most people don’t think of automated birthday cards when they think about marketing. Business owners generally focus on tactics like digital marketing, social media marketing, email marketing, or traditional advertising. But automated birthday cards are an underappreciated marketing tool. Birthday cards can help businesses form more personal connections with their customers, Read More...
Personalized birthday cards are simple, yet powerful tools for nurturing client relationships. Facing steep competition in the market, many business owners have turned to automated birthday cards to stay top of mind with existing clients. Others buy birthday cards in bulk to minimize their expenses. But is one option more beneficial Read More...
Businesses can distinguish themselves by prioritizing the health and wellness of their clientele, and the power of gratitude plays a big role in that process. This article delves into the transformative influence of wellness messages in business relationships, shedding light on how authentic appreciation positively shapes the health and well-being of Read More...
In the dynamic world of financial consulting, where numbers and strategies intertwine, fostering robust client relationships is key to long-term success. Among the plethora of strategies, one often overlooked gem is the Peak-End Rule, a behavioral science principle that can significantly enhance client satisfaction. In this post, we’ll unravel the intricacies Read More...
Employee appreciation is not just a once-a-year affair; it’s an ongoing effort that can transform the workplace into a positive and productive space. While annual events like Employee Appreciation Day are fantastic, infusing regular moments of recognition can make a significant impact. Here are seven creative and cost-effective employee appreciation ideas Read More...
