The Birthday Card Secret to Statewide Growth: Bruce Builds a Thriving Practice with Advisor Birthday Cards

Challenge: Bruce, a financial advisor at Ameriprise in Lake Charles, Illinois, envisioned expanding his practice beyond his local community. Traditional marketing felt impersonal, and he craved a way to connect with potential clients on a personal level.

Solution: In 2006, Bruce discovered Advisor Birthday Cards (ABC), a service specializing in sending custom birthday cards to clients in the financial services industry.


Statewide Client Growth: Since partnering with ABC, Bruce has witnessed a remarkable expansion in his client base, now serving clients throughout Illinois. Birthday cards, personalized with his genuine message and evolving design elements, sparked interest and established a connection beyond Lake Charles.

Deeper Client Engagement: The custom touch of the birthday cards fostered a sense of value and appreciation among Bruce’s clients. Over the years, including team member signatures further strengthened the sense of community within his practice.

Year-over-Year Client Retention: By consistently demonstrating that he cares through custom greetings, Bruce boasts an impressive client retention rate.

The Power of Customization:

Bruce’s story highlights the effectiveness of custom birthday cards. Here’s how they can benefit your business:

Stand Out in a Sea of Generic Greetings: A unique, personalized card showcases the effort you put into client relationships, making a lasting impression.

Spark Conversations and Build Rapport: Custom messages tailored to each client’s interests or life stages open doors for deeper conversations and trust-building.

Showcase Your Team: Including team member signatures personalizes the card further, demonstrating the collaborative environment of your practice.

Maintain Client Engagement Over Time: Regularly updating your card design keeps things fresh and ensures clients look forward to receiving your greetings year after year.

Advisor Birthday Cards: Your Customization Partner

Advisor Birthday Cards goes beyond just sending cards. We empower you to:

Craft Personalized Messages: Express your genuine well wishes and connect with each client on an individual level.

Incorporate Team Signatures: Showcase the collaborative spirit of your practice and reinforce a sense of community.

Design Custom Cards: Create unique card designs that reflect your brand personality and resonate with your target audience.

Invest in Growth, One Birthday Card at a Time

Building strong client relationships is the cornerstone of success in the financial services industry. Let Advisor Birthday Cards be your partner in fostering connections and propelling your practice forward, just like Bruce’s.

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