In today’s highly competitive business world, personalized communication has become increasingly important for companies looking to stand out from the crowd. With customers expecting businesses to communicate with them in a way that is tailored to their individual needs and preferences, it’s no longer enough to rely on generic mass communication Read More...

As a financial advisor, building a strong customer base is essential to the success of your business. However, it’s not enough to just attract new customers; you also need to have a customer retention strategy in place to keep them coming back. A customer retention strategy is all about cultivating relationships Read More...

A customer relationship management (CRM) strategy is essential for any business looking to generate more sales and build stronger relationships with its customers. At its core, a CRM strategy is all about managing and optimizing customer interactions and experiences to drive growth and revenue. One of the most effective ways to Read More...

Greeting cards are a simple yet effective way to make a lasting impression with clients. Whether you’re a financial advisor, a lawyer, or a business owner, sending a thoughtful card can go a long way in strengthening your relationship with clients. Here are five ways you can use greeting cards to Read More...

Financial advisors often rely on greeting cards to stay connected with their clients and build relationships. Choosing the right greeting card service can be a challenging task, as there are many factors to consider. In this article, we’ll explore some key considerations for financial advisors when selecting a greeting card service. Read More...

Businesses aren’t investing enough in their customer service experience, and serious issues with customers put companies in the US at risk of losing $494 billion. Since satisfied customers directly correlate to higher profits, you can’t afford to ignore your customer service.  When it comes to customer service, we are all too Read More...

Business gifts have one simple goal: building positive relationships. For prospective clients, a corporate gift shows that your company is eager to work with them, if you reach out to existing clients with a surprise present, they will be reminded that you care about them as human beings not just numbers Read More...

It’s human nature to want to feel important to someone, to not feel taken advantage of, to feel that you’re more than a mere transaction. When you humanize your business, you demonstrate that you are more than just a website or a phone number. Your business is run by humans for Read More...

In what is perhaps something never seen before in history, our workforce is made up of 4 different generational age groups. From baby boomers to Gen Z, this multi-generational workforce creates a dynamic environment where workers of all ages can thrive, but one where they also have to communicate. Strong communication Read More...

You’ve likely heard the phrase “it’s not just what you say, but how you say it” many times. If your tone of voice isn’t something you often think about, you might want to start paying attention to it. Client communication is one area where your tone of voice can have a Read More...

There was a time when Customer Relationship Management (CRM) tools were only used by the largest organizations. CRM tools were expensive to buy and difficult to maintain. Those were the days where the Rolodex was king of the office. There was no place for, and no time to learn, CRM tools in a small Read More...

In the world of fast-moving and time-constrained professional communication you can get lost in the acronyms of the trade; so what is a CRM anyways? Every company will inevitably lose customers over time, but there are processes you can implement to improve your customer engagement, loyalty, and retention. Having a strong Read More...