One Advisor's Story: Greeting Cards & Clients
Wealth Management Advisor Mark Broderick works hard for his clients, and part of that effort is sending greeting cards throughout the year. Sending cards as regularly as quarterly, Mark says, "we want to be proactive so our clients know we are thinking about them."
The Broderick Wealth Management Team - Grace Ong, Mark Broderick, Meghan Broderick, Lynn Broderick, Kyle Broderick
A longtime customer, Mark and his Cincinnati-based team routinely send notes for everything from birthdays to follow-up after completing surveys, and reminding clients of their upcoming mid-year reviews. Purchasing three to four times a year means his card selection is always current and plentiful. He has heard that he may be the only non-family member to recognize a birthday, and he'll drop a note to personally thank a client for a referral.
Meghan Broderick, a Financial Advisor on the team, points out that they also use cards for prospecting clients. She feels that a handwritten note is "much more memorable than an email and people appreciate that you've taken the time to follow up in a more personal way."
Wall Street Greetings President Mary Ellen Harden observes that understanding this kind of regular human connection is exactly what distinguishes a great advisor from a good one. "Mark really embodies the spirit of the greeting card sender. No occasion is too insignificant and no opportunity is too small to reach out to your client and connect in a meaningful way. It's an increasingly digital world and a handwritten card means the sender was intentional to reach out to you. It's a powerful and inexpensive tool for advisors like Mark and his team."
One of Mark's favorite annual traditions is sending Thanksgiving cards. Instead of the ever popular traditional holiday cards, sending cards at Thanksgiving time means he reaches his clients ahead of the flurry of mail, and stays on their shelves a little longer.
After thirty years in the business, Mark is an expert in matters of financial planning and is growing a team with the same goals, expertise, and service. With his relationship-centered approach to finding and helping his clients, we know he has many more successful years ahead, and we are grateful to be even a small part of that work.