Sending condolences is never easy. We want to express our support, but do it in a way that is respectful and honoring. Everyone grieves in their own unique way, so it can be difficult to know what tone and style of note is appropriate. If you’re struggling to find the words to express your sympathy […]
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When it comes to business etiquette, few things are more important than the thank you letter. Unlike personal thank you letters, business thank you messages can prove to be a little tough to write. While personal thank you notes can have a casual tone and a few inside jokes peppered through the message, professional notes […]
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As working from home seems like it may become the ‘new normal’ for many businesses, video conferencing is the go-to resource for a daily online meeting with a client. We’ve assessed the pros and cons of four different video conferencing software platforms to help you choose the right one for both your clients and employees. […]
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The recent COVID-19 pandemic has changed our work and social lives in ways we couldn’t have imagined. It has been both unpredictable and destructive, not only in the markets, but in the business basics we are accustomed to, and most of all to humanity as a whole. While financial advisors are highly skilled when it […]
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If you’ve ever received an unexpected card or gift in the mail, you’ll know how special that attention to detail can make you feel, especially when it comes from a business. Sending a personalized gift in the mail requires thought and consideration, a detail missed by many businesses nowadays, so the recipient will feel touched […]
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Most businesses know that reaching out to customers is essential, contrary to popular “wisdom” much more so during difficult times. Customers should feel connected and dedicated to your brand, and remaining in frequent contact is an excellent way to achieve a good level of brand engagement. However, sometimes reaching out is easier said than done. […]
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Client engagement is a hot topic for an advisor firm, and with good reason. In this article, we’ll take a look at what exactly client engagement is and why it is so important. We’ll then provide some client engagement activities you can use to boost your customer relationships. The client engagement strategies we’ll cover most […]
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Corporate gifts for clients can be a great idea or a colossal flop spending can get out of hand, or say something that you don’t want to say to your clients . There’s no doubt about it – everyone loves receiving gifts. When words aren’t enough, gifts can be a great token of appreciation. That’s […]
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In this article, we’ll discover what a robo-advisor is, how a robo-advisor works, and what the pros and cons of using one are, and how you can stand out by using a greeting card service. We’ll see that there are some things that robo-advisors can’t offer, in particular the peace of mind of having a […]
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In this article, we’ll look at the importance of client retention and how financial advisors and professionals can improve their client retention by sending cards online. As well as why you should make efforts to retain existing clients, we’ll look at the principles of relationship marketing and how sending greeting cards has long been a […]
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