Dear Assistant;
LongTermClients.com is a complete greeting card fulfillment service for advisors.
With the excellent help of their Note Coaches, we can now personalize a personal note to each client, and have the personalized cards delivered back to us in 10 days. Then it’s just sign each card and mail!
In addition to Holiday Greeting Cards, LTC also prints fully personalized Client Birthday Cards (a year’s worth of birthday cards are printed in advance).
Now we can personalize client birthday card notes using client’s first names and birthdays. For example: ‘Happy June 2nd, Frank!’. They have also made it very easy to send different birthday cards and notes to the husbands, than what we would to the wives. As well, they keep track of what cards we’ve sent, and what the cards notes have said, year after year.
We have the option to have LongTermClients.com handle the envelope addressing, or not, by uploading either a full or a partial (first-names-only) mailing list, if we want to do the envelope addressing ourselves.
See this page for downloadable templates for how our client mailing list should be formatted
Either way, the personal note inside the greeting card can now easily be individually personalized with each client’s first name in the text. Also we can include their birthdates (ie: Happy June 2nd Frank!) if we are doing birthday cards. Or we can do account opening anniversary cards with the year they began to work with us included as part of the note. Or of course, we can do fully personalized wedding anniversary cards.
LongTermClients also prints personalized Seminar Invitations and Client Event Announcements.
Please tour the site, and then let’s talk about how we can use this service.
Your Advisor
The writing assistance provided to me by my Personal Note Coach has been fantastic. You people are true wordsmiths – and you understand the advisor-client relationship. Your focus from the start has always been on making my client notes word perfect.
D. A. S, CFP, New York
LongTerm Clients delivers stunningly beautiful note cards complete with your personal message. Built by a succesful former financial advisor, they know that building personal relationships is essential to any advisor’s success. This service, long missing for advisors – provides a simple turnkey way to keep in touch and build personal connections with clients – and created a wonderful new resource for smart advisors. I used this service last year for my own relationship building campaign and had great results.
Marie Swift, Impact Communications
