The Birthday Company, your only source for corporate birthday cards, has done it again! As a new addition to their holiday line up of greeting card options for customers, they’ve added an elegant Happy Independence Day card. In addition to Birthday cards for clients we have, Christmas, Thanksgiving, Get Well, Sympathy, Congratulations, and Thank You card […]
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With more ways to interact with your customers than ever before, it can be challenging to know the best approach to keeping customers happy and retaining valuable clients. Since the COVID-19 pandemic, customers have been looking for stability, reliability, and excellent communication from their favorite businesses. On top of this, customers want companies to be […]
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With January right around the corner, the advent of a new calendar year always brings the prospect of a fresh start and an opportunity to plan for the next twelve months. Preparing your business for the year ahead can be daunting, but will provide you with the opportunity to maximize client relationships, profit turnover, and […]
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Positive thinking is a vital tool for success in business. A healthy mindset and a focus on the best possible outcome in your working life makes it easier to avoid negative thinking and to cope with stress. Optimistic people are more attractive and trustworthy to clients, who are more likely to return to a business […]
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The December holidays are fast approaching and after the very difficult and tumultuous years we have had, it can be difficult to be excited about them. COVID is still here, and whatever side of the aisle you fall on, the fact that the repercussions are still felt by many is still important. Isolation from friends […]
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In any line of business, communication is key. You need to communicate with your customers about everything from how your product works to how to lodge a complaint. Communication helps your customers understand the product, become familiar with your brand’s ethos, learn how to buy or return a product, and helps your company stay front-of-mind […]
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We all love receiving handwritten greeting cards. After all, these days more and more correspondence is done by email, and snail mail has become a rarity. If you want to make your business stand out, sending physical cards to your customers and clients is a great way to start making a real impression. If you’re […]
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We’ve all heard the old saying: “Time is money” and in the business world this is especially true, so having the right tool for the job will obviously save you time, money, and maybe even some brain cells. The more time you spend on your daily tasks as a business (widget building), the more man-hours […]
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Everyone loves receiving thoughtful cards on their birthday. Whether you’re sending one to a family member, a colleague, or even a client, the act of sending a personal message will always win you some serious brownie points while putting a smile on the recipient’s face. Although the best birthday card messages always come from the […]
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Client retention is key for a successful career in the financial advice field. The last thing any financial advisor wants is to lose clients. According to a report in FA Mag, Bain & Company, increasing your client retention by just 5% will increase your profiles by 25%. Perfecting your customer relations isn’t exactly easy, though. […]
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As a financial advisor, your job is to manage your clients’ wealth and provide sound financial advice. Without the ability to communicate with your clients, your job can quickly become a lot more complicated. Communication matters. With clear, timely, relevant communication, your relationship with your clients can feel pretty easy. However, without a few key […]
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