Make clients feel special on their birthdays with automated birthday cards from Advisor Birthday Cards!

Working with Advisor Birthday Cards is like having a personal birthday assistant. We handle the process of selecting a card, printing your signature, addressing the envelopes, and mailing the cards so they arrive on time.

With Advisor Birthday Cards, you can show clients you value their business and leave a lasting impression without lifting a finger. Plus, you never have to worry about forgetting customer birthdays. 

Reach out today and request a free sample birthday card for your business! 

- Sample Birthday Designs -

What’s Included in Our Automated Birthday Card Service

  • Ultra-high-resolution signatures that look like you signed the cards yourself
  • Secure online access to view, edit, and manage all client mailings 
  • Printed return addresses on envelopes and your logo on the card (optional)
  • Birthday reminder emails with optional compliance disclosure

Why Choose Advisor Birthday Cards?

  • Rotating Designs: We rotate our birthday card designs daily so your clients will never receive the same card twice.
  • Add-On Gifts: Include candy and gift cards with your birthday card to make the occasion even more memorable.
  • No Fees or Minimums: You won’t have to sign a contract, pay setup or service fees, or reach a minimum number of clients to get started.

How to Get Started

step 1

Complete a short form and create your username and password.

step 2

Submit Your List

Send us your birthday list and signature(s).

step 3

Review Account Settings

We’ll give you a call to review your account features, options, and settings.

Benefits of Using an Automated Birthday Card Service

  1. Make your business stand out. When clients receive your greeting card, they’ll know you’re thinking of them on their special day and that you value and appreciate their business. 
  2. Save time on administrative tasks. Addressing envelopes, finding stamps, and mailing cards takes time, but we handle it all for you. 
  3. Build a more personal connection with clients. Sending greeting cards helps you nurture relationships with customers and demonstrates your commitment to exceptional service. 
  4. Get more referrals and repeat business. The more favorably clients feel about your business, the more likely they are to mention your name to their family and friends. 
  5. Keep your current customers engaged. Even when it’s been a while since your last interaction, greeting cards can rekindle client loyalty and put a smile on the recipient’s face.

Take Your Birthday Wishes to the Next Level

Does your client have a sweet tooth? Love dining out at their favorite restaurant? Send your most loyal customers a little something extra with their birthday card! Gift levels include gourmet chocolates, specialty candy, candles, gift cards, and more. 

Frequently Asked Questions

How do automated birthday cards work? 

Automated birthday cards allow you to send personalized greeting cards to your customers without the added effort. You simply provide a list of client names, birthdays, and contact information along with your company logo and signatures. Then we handle the rest!

Your clients will receive a card from your business that’s branded and personalized, just like you signed and delivered it yourself. 

How much does it cost to use an automated birthday card service? 

Our gift levels start at just $3.95 per card. If you want to include a gift like chocolates, candy, or gift cards, our birthday package ranges between $7.95 and $114.95 depending on the gift you want to include. We have an option to fit any budget!

Do you work with clients who aren’t financial advisors?

Yes! Home healthcare companies, medical groups, Realtors, and dentists also use our automated birthday card service to keep their businesses top of mind. If you have questions about whether Advisor Birthday Cards would be a good fit for your business or industry, please don’t hesitate to ask. 

 

Do you send greeting cards for other occasions?

You bet! In addition to birthdays, we send greeting cards for holidays and anniversaries. We also offer thank you and congratulations cards, sympathy cards, and get well soon cards.


Can automated birthday cards be personalized? 

Yes! You can include a personalized message to display alongside your company logo and signatures. 

Are there privacy concerns with using automated birthday card services?

There are always inherent risks in sharing data. However, we take every precaution we can to prevent data breaches. This includes protecting your account and database with 256-byte encryption and enacting proper physical, electronic, and managerial procedures to safeguard your information.

Under no circumstances will we solicit your clients or share, distribute, or sell your account information. Visit our Privacy page to learn more.

Where are your birthday cards made?

Our full-size cards are made in America on thick gloss card stock. 

What Our Current Customers Say

“We have been very pleased with the cards and gifts from The Birthday Company. Our clients and friends have not only been surprised but we’re also pleased knowing they’re being recognized on their special day.” 

Gary

Ameriprise, Pikesville, MD

“This service is a wonderful tool to make sure our clients know we are thinking of them on special occasions.” 

Jerri

Wealth Horizon, Duluth, GA

“In the daily rush that is our business these days, it’s difficult to set aside time to send out a special contact to our best clients. The Birthday Company makes this effortless.”

Bruce

Ameriprise, Lake Charles, LA