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...

How to Access the Payoff of Going the Extra Mile and Getting Personal With Your Clients

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...

How to Build Strong Customers – The Importance of Customer Retention Strategies

Birthday cards for business are a great way to show your clients that you value their patronage and appreciate their business. These cards can be customized to reflect your company’s branding and messaging, and can be sent to clients on their birthdays to wish them a happy birthday and remind them Read More...

How You Can Build Stronger Relationships with Birthday Cards for Business: The Importance of Personalization and Appreciation

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...

How to Use Customer Relationship Management (CRM) Strategy and Greeting Cards to Boost Sales

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...

5 Ways to Make a Lasting Impression with Clients through Greeting Cards

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...

9 Tips for Choosing the Best Greeting Card Service for Financial Advisors

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...

Is Customer Service in Decline?

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...

How Business Gifts Help You Build Great Connections 

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...

How to Humanize Your Business and Why it Matters

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...

How to Navigate Multi-Generational Communication in a Workplace Environment

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...

What is the Right Tone of Voice in Communication with a Client ?

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...

What to look for when choosing CRM tools for small business operations

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...

What is CRM and How Can it Improve Your Bottom Line?

Greeting cards are extremely common in our modern world, and people in the US send 55 cards on average each year. We use them to send well wishes, acknowledge the important moments in our loved ones’ lives, and show gratitude to those we appreciate. You might not be aware of the Read More...

The History of Greeting Cards Goes Back Farther Than You Think!

There are many reasons to send a greeting card. Most often, it’s to celebrate a holiday and offer generic well-wishes. But if we take a little bit longer and put in the effort to write a more personal message, the impact that the card will have on the recipient is well Read More...

5 Reasons to Send a Greeting Card