The recent COVID-19 pandemic has changed our work and social lives in [...]
Client Relations
Client Relations
The Importance of Attention to Detail in Customer Giving
If you’ve ever received an unexpected card or gift in the mail, [...]
Client Relations, Marketing
How to Connect with Customers During Difficult Times
Most businesses know that reaching out to customers is essential, contrary to [...]
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 [...]
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 [...]
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 [...]
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 [...]
Marketing
Business Birthday Cards and The Value of ‘Thank You’
Business birthday cards are a great way to show your clients that [...]
Marketing
Saving Time & Money with The Birthday Company
As the President and Founder of Physician Family Financial Advisors, Ben Utley knows [...]
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