Strengthen your business relationships by using personalized business greeting cards with meaningful personal notes inside to improve client retention, sustain revenue, and even inspire client referrals.
As a professional advisor, you understand the power of connecting with each of your many clients, but you may simply not have the time or resources to make connecting with every client a reality. Our service combines your personal note with the beauty and impact of fine art photography to create business greeting cards that are likely more meaningful to your clients than anything you’ve tried before.
Your note has power when it comes from you – the person, not the advisor.
Clients will retain you as their advisor over the long term, as long as they feel a strong personal bond with you and trust in you. The relationship is always as important as professional performance. Personalized business greeting cards will help you keep in touch with your clients on a personal level. And, sending the greeting cards at our recommended pace of three times a year will regularly remind all clients of the high value you place on their relationship.
Revenue is related to long term client retention.
The more your clients know about you – the person, the more likely they are to talk about you, and to recommend you to others. The personal note content that we help you compose will give your clients positive and memorable things not only to read, but subsequently to say about you; things that will help create a lasting impression about you with their colleagues, family and friends.
Personal notes can inspire conversations about you, which increases referrals.
We know how valuable your time is. That’s why our business greeting card company has developed a fully customized service—our Personal Note Coaches will keep you organized and help you stay in regular, personal contact with all of your clients (simultaneously!) without working any harder. In our experience, a personal seasonal note mailed to clients every six months, plus the client birthday or anniversary card, is the perfect frequency for your clients to hear from their trusted advisor on a personal level.
The personal note can build retention, advocacy, revenues and referrals.
Merrill Lynch
TD Waterhouse
RBC Dominion
Scotia McLeod
Nesbitt Burns
UBS
Raymond James
Wellington West
Freedom 55
Great West Life
Ohio National
Ryan Beck
Next Financial
Investors Group
Oppenheimer
Smith Barney
Deephaven Capital
Blackmont Capital
etc., etc., etc.
Relationship-savvy advisors from these firms work with us
Thank you – you were very prompt, professional and I appreciate your good work. Happy Holidays!
