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Financial advisors spend much of the year discussing goals, market changes, account decisions, and long-term plans with clients. The end-of-year holidays shift the tone. The season is a chance for fir … read more

For holiday outreach to be effective, the card needs to arrive close enough to the occasion, but not so late that vacations or office closures interfere with delivery. Since Thanksgiving, Christmas, H … read more

The month of December holds several holidays. Year-end celebrations, seasonal traditions, and established mailing habits all make the month an obvious time to reach out. However, concentrating every h … read more

Personal communication connects financial advisors to their clients beyond scheduled reviews. By sending cards for birthdays, work anniversaries, and holidays, relationships will strengthen. When firm … read more

When the corporate greeting card mailing lists grow beyond a few dozen names, the process becomes tough to manage alone. Every envelope must have the correct mailing address with the corresponding car … read more