Business Holiday Cards · Financial Advisors & Wealth Managers
Your client sees their statement twelve times a year and thinks about their advisor maybe twice. A card is one of those two.
Good-tier pricing, with envelopes and imprinting included. Early-order discounts come off on top of these prices — 25% by October 15, then 20% by November 16, then 10% by December 11. Better and Best designs cost more — see all three tiers and price your order.
Replacing a single client — ads, time, conversion, the whole circus — runs a few hundred dollars at the very lowest end. A card on the wall in November costs around five dollars all in. That's a floor of 50 to 1, and your actual ratio is almost certainly better than the floor.
This matters more in your business than most. The card from an advisor goes up in the room where the client makes decisions about money — the home office, above the desk, on the corkboard. That's the placement you're buying. Design for it: something the client is willing to look at for two months.
No performance claims, no product language, no returns, no numbers. Just your name, your firm, and a seasonal greeting. Most compliance departments approve a plain imprinted card in one pass. We'll send a proof you can put in front of yours before anything runs.
Hand-picked from the catalog. Prices are per card with envelopes at 1,000.
Tell us who you're sending to and roughly how many. We've been doing this since 2003 — we'll point you at the three or four designs that actually fit, and you can take it from there.
