It’s been well proven: Long term clients will fire their primary advisors more for relationship reasons than for poor performance reasons. So if you’re not maintaining a personal connection with all of your clients, you should be!
Keeping your clients from feeling ignored or unimportant will make all the difference in retaining them as clients. A personalized client greeting card containing your personal note inside is obviously a far more meaningful gesture than the signature-only card. Our service makes it easy to harness the power of the personal note with all clients.
Each personal note you send gives your clients just that much more to say about the real you to their friends and family. Well-written personal notes inside personalized business greeting cards will inspire referrals.
The wasteful signature-only business greeting card can be turned into a powerful client retention tool when you add your personal note inside a fully personalized card.
Compare the high cost and low return of an annual client appreciation event to the high return and low cost of our suggested three personalized client greeting cards each year. In addition to cost, compare the difference in impressions you make from a client’s point of view. Personal notes are uniquely a one-to-one event.
Reduce the drudgery work for your staff. Free up their time to work for you more productively. Let our business greeting card service help you compose your personal note, choose a stunning card with extremely long shelf life, print your fully personalized notes to each client, address your envelopes and even lick the stamps.
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
Just a quick note to let you know that we are very excited and pleased with your service. It was most beneficial to us, and we have enjoyed much positive feedback.
Advisor’s Assistant, Ontario
