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Client Relations

The New Business Basics, How to Adapt and Thrive in Socially Distant Business

The recent COVID-19 pandemic has changed our work and social lives in [...]

The New Business Basics, How to Adapt and Thrive in Socially Distant Business

Client Relations

The Importance of Attention to Detail in Customer Giving

If you’ve ever received an unexpected card or gift in the mail, [...]

The Importance of Attention to Detail in Customer Giving

Client Relations, Marketing

How to Connect with Customers During Difficult Times

Most businesses know that reaching out to customers is essential, contrary to [...]

How to Connect with Customers During Difficult Times

Client Relations

How to Make Your Customers Your Best Advocates Through Memorable Client Engagement

Client engagement is a hot topic for an advisor firm, and with [...]

How to Make Your Customers Your Best Advocates Through Memorable Client Engagement

Marketing

Choosing Great Value Corporate Gifts that Won’t Break the Bank or Make You Look Cheap

Corporate gifts for clients can be a great idea or a colossal [...]

Choosing Great Value Corporate Gifts that Won’t Break the Bank or Make You Look Cheap

Client Relations

How to Keep Robo Advisors at Bay with a Great Greeting Card Service Like The Birthday Company

In this article, we’ll discover what a robo-advisor is, how a robo-advisor [...]

How to Keep Robo Advisors at Bay with a Great Greeting Card Service Like The Birthday Company

Marketing

Snail Mail or Sending Online Cards? The Birthday Company is The Best of Both Worlds

In this article, we’ll look at the importance of client retention and [...]

Snail Mail or Sending Online Cards? The Birthday Company is The Best of Both Worlds

Marketing

Business Birthday Cards and The Value of ‘Thank You’

Business birthday cards are a great way to show your clients that [...]

Business Birthday Cards and The Value of ‘Thank You’

Marketing

Saving Time & Money with The Birthday Company

As the President and Founder of Physician Family Financial Advisors, Ben Utley knows [...]

Saving Time & Money with The Birthday Company

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