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 — 20% by November 16, 10% by December 11. These are the everyday prices — this season’s early-order discounts have closed. 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.
When to send
The card competes with statements, tax packets and year-end reviews for the same eye in the same month. Get out ahead of all of it — an early November arrival lands before the paperwork season starts and before your clients stop opening anything that looks like it came from a financial firm. Build the compliance review into the order, not after it. The early-order discount takes 20% off the card price if you order by November 16, then 10% by December 11.This season’s early-order discounts have closed — the prices you see are the everyday prices.
In their words
I’ve used BHC for many years. Their products are high quality, have colorful designs and are professionally personalized. I’ve used them for Holiday cards, Thanksgiving, Birthdays, Get Well and Sympathy cards. I find their service is the most professional I’ve used, with attentive staff and great turnaround time.
Quiet and well-printed, because this card goes on the wall of a client's office. Wall Street Holiday is the one advisors ask for by name. Prices shown are per card with envelopes at 100 — they come down at every quantity break.
Three designs, picked by a person
Tell us who you’re sending to and roughly how many. We’ve been publishing cards since 2003 — we’ll come back with three that actually fit, and you take it from there. No obligation, and we don’t hand your address to anybody.
What to write inside
Compliance will read whatever you write, so write something that passes on the first look. Nothing here makes a claim.
“Thank you for your trust and your business this year.”
The one that clears review anywhere. No performance, no product, no promise.
“It is a privilege to work with you and your family. Our best wishes for the year ahead.”
Warmer, still clean. Good for multigenerational households.
“Thank you for the confidence you have placed in us. We do not take it for granted.”
For clients who moved assets to you this year.
“With appreciation for your partnership, and our best wishes to you and yours this holiday season.”
Formal. For institutional relationships and centers of influence.
Up to four lines on the card and four on the envelope, in a coordinated ink color and any of about a hundred font styles. Imprinting is free, always — it is not a seasonal promotion.
Getting it right
Not a return, not a market comment, not a fund name. A seasonal greeting with your name and your firm on it is the standard case and it is the one that clears.
A proof comes free with every order — that is the copy your CCO marks up. If they want the actual printed card in hand before the run, a physical sample is $45.
Whatever your ADV says, the card says. A DBA or a shortened name on client-facing mail is a conversation you do not want to have in January.
The categories financial advisors order from most. 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.
