We are happy to partner with advisors year after year to enhance client relationships. There are many occasions where a greeting card is appropriate and welcomed by clients — birthdays, anniversaries, or new babies for example, however the holidays, present a special opportunity to reflect on the past year and put in writing your well wishes or personal anecdotes. It is...
With inboxes full and schedules adjusting to new normals, it can be hard to break through everyday noise to connect with clients. Firm handshakes, lunches, drinks and in-person meetings aren't viable options. If you want to make a good impression, put your message in writing. Here we offer 5 ways to reach out to clients right now: Share Empathy —...
It is not too early to start thinking about your holiday card strategy. As you plan how to connect with clients through the season, we offer our Top Holiday & Thanksgiving Cards for professionals
Many advisors use less popular occasions and holidays as opportunities to reach out to clients. One of these card campaigns often centers around patriotic cards that mail during Memorial Day, Flag Day or Fourth of July. This blog post offers insight as to why this may be a great plan for your business and how to execute. A friendly hello...