Service Questions?

We can let you know your order status, delivery date, etc. Just ask!
Call or email your Personal Note Coach – or click to go to our Inquiry Form.

1.877.257.6937

Justine Cooke (Justine @ LongTermClients.com) Ext: 924
Liz Saunders (Liz @ LongTermClients.com) Ext: 927
Karen Kilpatrick (Karen @ LongTermClients.com) Ext: 928
Lorraine Boutin (Lorraine @ LongTermClients.com) Ext: 925
  • Lorraine Boutin provides French and English Assistance!

Suggestions? Complaints?

Please let us know what you think about anything at all that we are doing.
Yes, we do want to hear your complaints, it’s a great way for us to improve what we do.

Click here to go to inquiry form

The cards, your assistance and the service were all superb! I especially thought the enclosed signing pen was a nice touch.
Since the Thanksgiving cards went out, I have received several very nice emails, calls and comments from my clients – all of them were totally unexpected. I want to share one comment with you that a client wrote in an email: “Thank you for the card. I was very surprised and extremely moved by it.” Wow, I didn’t really think a simple card could elicit such a response from my clients! Take care and all the best for a wonderful Thanksgiving to you and yours.

Eastern Canadian Advisor

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