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Automated Greeting Card Mailing Service

for Financial Professionals

January 30, 2026

Business Strategies, Client Relations

How the Smallest Client Touchpoints Drive Long-Term Loyalty for Financial Advisors

January 16, 2026

Business Strategies, Client Relations

The Real Cost of Losing a Client: Retention vs Acquisition for Financial Advisors

December 26, 2025

Business Strategies, Marketing

Financial Advisor Niche Marketing: Start the Year Focused

December 12, 2025

Business Strategies, Client Relations

Financial Advisor Client Acquisition Cost: Start the Year Smarter

November 28, 2025

Business Strategies, Client Relations

Your Q4 Advantage: How Year-End Appreciation Strengthens Client Loyalty

November 14, 2025

Client Relations

Why Referrals Alone Are Not Enough: How Financial Advisors Can Deepen Client Loyalty With Unexpected Touchpoints

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testimonials

After working with you and your company for several years, I have a deep appreciation for your service. 

I have received thank you cards, calls, and letters from clients who've received your special packages. They just love them. The candies are divine, and the CDs are delightfully clever, classy and "jazzy." Now that you also offer the Starbucks, Amazon, and Restaurants Gift Cards, my clients are really in for a treat! 

For a very reasonable investment, you provide a wonderful, ongoing service. And thank you for the reminder emails as well - so helpful! Keep up the great work!

Lilly

Stratos Wealth Partners

San Diego, CA

Customer since 2008

My partner and I have been very pleased with the cards and gifts from The Birthday Company.


In the daily rush that is our business these days, it's difficult to set aside time to send out a special contact to our best clients. The Birthday Company makes this effortless. We use them not only for birthdays, but also for special occasions and to express thanks in a special way. Their gifts and cards are unique and classy in an elegant way. They are extremely convenient and easy to deal with, and always seem to know the best suggestion for each client situation.


Great investment in our business!

Bruce

Ameriprise

Lake Charles, LA

Customer since 2006

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