Blog

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

Companies build client relationships beyond meetings and account reviews. By recognizing the individual’s personal achievements or hardships, the relationship strengthens. Reaching out with … read more