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Automated Greeting Card Mailing Service

for Financial Professionals

June 26, 2025

Business Strategies, Client Relations

How Financial Advisors Use Greeting Cards to Boost Client Retention (Without Lifting a Finger)

June 12, 2025

Business Strategies, Client Relations

Automated Greeting Card Mailing Services: How They Save Time and Keep You Top of Mind

May 29, 2025

Business Strategies

Where to Buy Greeting Cards That Don’t Add to the Chaos? A Solution for the Overwhelmed Office Manager

May 15, 2025

Business Strategies, Client Relations

The Ease and Convenience of a Greeting Card Mailing Service

April 30, 2025

Client Relations

How to Automate Client Communication Without Losing the Personal Touch

April 10, 2025

Business Strategies, Client Relations

How Company Birthday Cards Enhance Client Connections for Financial Professionals

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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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