As well as individual professionals, we work with large and small companies.
Read what makes our Corporate Offering unique.
We can easily produce multiple sets of personalized cards for each relationship manager to send to his or her assigned clients. Typically this involves one message for all relationship managers, established by the Corporate Marketing Manager in concert with your Corporate Note Coach. The key is that clients should receive cards from their main relationship manager, not from the company as a whole. Please email us.
We can offer commissioned employees within a company a price break. This offer is available for franchisees as well. Please email us.
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
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
