What You Receive When You Work With Long Term Clients

  1. Fine Art Photography. All of our cards have been carefully curated for both their beauty and their timelessness. We work with over 30 fine art and nature photographers, whose work is featured in galleries and high end magazines such as National Geographic. Each card doubles as an inexpensive gift of art that is ultimately frame-able. Long shelf life is virtually guaranteed. There are no stock images in our gallery.
  2. Easy Handling & Organization. The museum quality cards fold to 5×7. They are scored down the middle for easy folding, but are shipped to you flat for easier signing and handling.
  3. Great Notes. Your Personal Note Coach will help you compose an excellent personal note for your personalized client greeting cards. The goal is to help you improve the bond between you and your clients, through effective personal communication. We will show you excellent examples of personal notes, and share with you best practices and great phrasing to make your notes worth reading.
  4. Best Practices Coaching. We provide you with note composition help, but as well, we coach you on how to best use the note as a client retention tool, as well as a prospecting tool, and a way to stay in touch with key centers of influence for your business. We will guide you through each step of the process.
  5. Consistency Over Time. We pledge to stay in touch with you, over the years, to help make sure that the client greeting card becomes a built in process for your business. We coach but we don’t sell. We act as a team member, with a responsibility to ensure your client greeting cards are ready for each occasion.
  6. List Security & History. Your client contact list is strictly protected by encryption safeguards of the highest industry standard. Your private account is secure. You also have a choice of providing us with a list of First Names Only – allowing us to still personalize each card, but meaning you will have to address your envelopes back at the office.
  7. Client Birthday and Anniversary Cards. We will print a year’s worth of client birthday or account opening anniversary cards for you, organized to arrive in chronological order. Your Note Coach will help you prepare two separate lists; one for the men and one for the women. By sending unique cards to each person, you treat each person as an individual. We can’t stress enough how important it is to deliver a unique personal birthday note and card to each person living at the same address. We have a library of great quotations to make your client birthday or anniversary cards fun and interesting to read. We offer a Special Addressing feature which prints “Open [month] [day]! above the client name and address on the envelopes. This feature allows you to sign all of the cards at one time, and seal them all in the envelopes. Your assistant can refer to the Special Addressing date to know exactly when to put the card in the mail.
  8. 10 Day Fulfillment. We can print, address, stamp and ship all your personalized client greeting cards and envelopes back to you in 10 business days or less. You just have to sign, seal and mail them.
  9. Full Envelope Addressing. Never use labels! If your mother did not tell you that, she should have! We laser address your envelopes. Here are two samples of envelope addressing – one for seasonal cards, and another for birthday cards. Birthday card envelopes can include a special addressing line above the client name and address – so that you will not lose track of the date that you need to drop the cards into the mail, once the cards are signed and sealed.
  10. No Commercialization. The back of our cards are completely free of marketing hype. We do not put our company information on the back since in our view that would be a conflict of interest. After all you don’t want your clients visiting LongTermClients.com and reading all about client retention! Neither do we put pricing or bar codes on the back. Instead, the artist’s information is featured. See an example of the back of one of our cards below.
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You guys are good! Your virtual assistance is making my life easy. You’ve earned a place 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 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