“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.”
~Independent Fund Distributor
“Man, clients are still calling me a month after the Thanksgiving card went out! Or when I call them, they start asking about my family! It has really humanized me and strengthened our relationship!”
~TD Waterhouse Advisor
“The writing assistance provided to me by my Personal Note Coach has been fantastic. You people are true wordsmiths – you truly understand the advisor-client relationship. From the start your focus has always been on making my client card notes word perfect.”
~D. A. S., CFP, New York
“Thank you so much.The cards are beautiful. A very impressive job.”
~Morgan Stanley Advisor, California
“Thank you – you were very prompt, professional and I appreciate your good work. Happy Holidays!”~Merrill Lynch Advisor, Texas
“We got the cards in very good order, we are very pleased with them, and we want to thank you for making it so easy for us. We hope you and yours have a wonderful Thanksgiving season!”
~Sales assistant to a good guy
“Just a quick note to let you know that we are very excited and pleased with your service. It was very beneficial to us, and we have enjoyed much positive feedback from our clients.”
~Advisor’s Assistant, Ontario
“LongTerm Clients delivers stunningly beautiful note cards complete with your personal message. Started by a successful former financial advisor, LTC knows that building personal relationships is essential to any advisor’s success. This is a service long missing for advisors – a simple turnkey way to keep in touch and build personal connections with clients. This is a wonderful new resource for smart advisors. I used the service last year for my own relationship building campaign and had great results.”
~Marie Swift, Impact Communications
“My July 4th card was a big success. A lot more people than I expected mentioned it to me after it went out. Bill Cates (Referral Coach) was right – people do want to hear from you at the personal level.””
~Gary Jurden, Financial Planner
“We’re always being asked for ideas to help maintain and enhance client relationships in an efficient manner. Client greeting cards work. They are thoughtful, proactive, and can be very customized. In our search for great greeting card makers, we have finally found a company (started by a former investment advisor) which creates stunning personalized greeting cards for other advisors! Check them out now.”
~Jeff Thorsteinson, You Foundation
“I’ve seen a number of greeting card fulfillment services. Until I learned of LongTerm Clients, I was reluctant to recommend any to my subscribers. However, their system is much more personalized than other the other services I’ve seen, and their cards are beautiful – not tacky like many others.”
~Bill Cates – ReferralCoachInternational.com
“I have received a lot of feedback from clients about our Christmas card. One in particular said it was the nicest card they had ever received! By including a personal, personalized note about our family and plans over the holidays, as well as a little about the team, we were able to turn the former expense of a holiday card into a great client retention investment. It no longer makes sense to send clients cheap drug store cards or, worse yet, company logo covered cards containing just a signature, when a fully personalized alternative is now so easy to do. The LongTerm Clients process to make client contact thoughtful and meaningful makes all the difference.”
~Rob Wells CIM, FCSI, Vice President & Branch Manager, TD Waterhouse Private Investment Advice
“I had an excellent first time experience with LongTerm Clients. The 3 step process is easy: choose a card, get help with composing a note, and provide your mailing list.
The cards were promptly delivered and looked absolutely great.
My clients’ feedback – after receiving their personalized cards was, in a word – outstanding!”
~Michael Andersen, Investment Advisor, BMO Nesbitt Burns
“You guys are good! Your virtual assistance is making my life easy. You’re on my team – even though it’s just for one or two hours a year. Thanks again.”
~Mike Miller, Financial Advisor, Minneapolis MN
“LongTerm Clients’ service is a perfect match for our business, as we regularly mail birthday and holiday cards to clients. After 10 years of sending your basic greeting cards, we were looking for something unique and more customized, and we wanted a service that would make the entire process easier to execute and track. If you are looking for a company that can provide a professional, friendly, efficient greeting card service, then you need to contact LongTerm Clients.”
~Chris Carter, FCSI, CIMA – Associate Director, ScotiaMcLeod
“Regular client contact is critical to my success. The Personal Note Service at LongTermClients.com enables me to plan my contact strategy for the entire year in a highly personalized fashion. It saves me considerable time and hassle, while improving the quality, frequency and intimacy of each contact. I’ve received many comments from clients who love the cards, and appreciated very much my personal message content. The Personal Note Service is a winner!”
~Douglas V. Nelson, Nelson Financial Consultants, Advisor, Coach, & Speaker
“This is a strategic investment in client retention, at a very good price. I can’t believe I used to send my clients cards containing just my signature! What a waste that was.”
~Todd, Senior Advisor, New York
“My sales assistant loves this. She handles the client lists and also monitors our printing deadlines to make sure we use this Personal Note System to its fullest. My clients love the notes – It’s as a great way to stay close to them.”
~Rob, SVP, Vancouver
“Being able to easily print hundreds of fully personalized personal notes, is an absolutely brilliant way to stay closely connected to a large client base.”
~James, Managing Director, San Francisco
“When I first read about this, I got such a whack on the head I nearly had a concussion! This is the no-brainer strategy of all time.”
~B.N.,V.P. Ottawa
“You do very good and thoughtful work, something that is a rare quality these days. Thanks again!”
~Doug Nelson, Advisor
“I love the outstanding personal service I get from LTC. Every time I was unsure about the next step in the process, or I could not get my list compiled just right, all it took was a quick phone call and my issue was resolved. I always received great guidance on how to format our lists, and when I had special circumstances (ie. some cards with full mailing address, some with just first names), it was taken care of, again with a quick conversation with your staff. The site itself is really good, with lots of tips and suggestions that my IA has used as inspiration for his own notes, and step by step instructions for the assistant in getting the card together. And of course, the photography is a pleasure to look at – it’s hard to choose one out of all the beautiful shots.
~Barb L., Assistant to an IA at a major Canadian bank owned firm
