Personalized Greeting Cards Can Act As Powerful Client Retention Tools

Business Greeting Card photo

75% of surveyed investing clients fired their advisor for reasons such as a lack of chemistry, and a feeling of being taken for granted.

And of those people, 87% said that performance was not a factor.
Business is all about building and maintaining relationships.

Each year professionals lose clients simply because they don’t have the time to personally connect with the “other 80%” of their client base. Compound a lifetime of lost revenue and potential referrals due simply to appearing to ignore the relationship with so many clients, and you will soon realize why having a reliable ongoing process for improving relationships across the entire client base is so important. Our custom greeting card service can help you easily deploy the power of the personal note to stay connected with each client at the personal level. This personal touch will improve your client relationships through meaningful, effective and personalized communication.

LongTerm Clients offers a simple, innovative and proven business greeting card service to help professionals:

  • Increase Client Satisfaction,
  • Improve Retention Rates,
  • Increase Advocacy and – interestingly…
  • Inspire Referrals! (ask your Note Coach how!)

Your Personal Note Coach will help you craft the perfect personal note suitable for your entire client base to read.

We will also help you select a fine art business greeting card that will get a long shelf life. Occasions most suitable for client greeting cards include annual thank you cards, account opening anniversaries, client birthdays, or seasonal holidays such as Christmas and Thanksgiving. Then we merge the note we’ve helped you compose with your client list, print the cards and address the envelopes for you. Within ten business days you’ll have your cards ready to sign. It’s that simple.

Over and over, research confirms that the cost of gaining new clients is far greater than the expense of keeping existing clients. It’s also well proven that clients leave mainly for relationship issues rather than for performance issues.

Custom business greeting cards not only add that personal touch to your client communications, letting your clients know that you appreciate and care about them, but they are also effective marketing tools, that can help you stand out from the rest. The personal note positions you as a person, in addition to being a professional. And it is the person that is most important to the long term client.

Discover the rewards of a personalized greeting card service for your business.

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Thank you so much. The cards are very beautiful. A truly impressive job.

Wow, clients are still calling! Or when I call them…to review or do business, they thank me for the Thanksgiving card..and ask about the family..it really helps to humanize me and build on our personal dealings.

Advisor, Western Canada