We suggest that 3 is an ideal number of cards to send each client per year. One birthday card and two personal update/ seasonal cards is perfect.
Your total time spent, over one year composing three cards? Maybe one hour. The return from communicating simultaneously with every client, at the all important personal level, will be huge.
The point of using casual or handwriting fonts, to print your notes is not to make clients think you actually hand wrote the note. Rather, you are reinforcing that this is a personal note.
Online you’ll find tips on what to write about your chosen photograph. By mentioning it in your note, you can tie it all together.
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
We received the cards in good order. We are very pleased with them. We thank you for making it easy for us. We hope you and yours have a wonderful Thanksgiving season!
Sales assistant to a good guy
