Financial Advisor Marketing Appreciation Programs



Premier Business Greetings has created these programs by listening to accredited financial professionals, like yourself who have invested many hours, months and, perhaps years building a financial services business. We offer relationship marketing or database marketing programs using unique high-quality greeting cards to create 'top of the mind' cost effective appreciation, birthday, holiday, and prospecting campaigns that have an incredible ROI.

Many clients use our financial advisor marketing strategy exclusively, others use it in conjunction with other marketing avenues to ensure they are touching base and building that essential relationship throughout the year. Rest assured we have worked successfully with compliance departments to assure even the most cautious compliance officer.

Benefits of Our Financial Advisor Marketing Programs

  • Implement programs to effectively target different segments of your database.
  • Increase your visibility and branding with your clients.
  • Keeps you in the 'top of the mind' with your clients.
  • Show your client's that you appreciate their business.
  • Increase your referrals from existing client base. Identify your best clients and find more like them.
  • Relationship Marketing Program on auto-pilot allowing you and/or your staff to focus on your financial services business.
  • Electronic and Physical Safeguards for your database. Premier Business Greetings has implemented every security measure to ensure the integrity and safekeeping of your information, and is only used to provide your service.
  • Your Program will go out on time and consistently, everytime.



  • Test Drive our Service for $9.97. Order our sample pak. Three cards, imprinted with your information, stamped, addressed and ready to go.

    Add To Cart




     
     
    Client Appreciation
     
    Customer Retention

     
    Greeting Card Marketing
     
    Business Holiday Cards
     



    Veterans Day Cards
     

     

     

     
    How To Order:
    1.  Select Your Program and click on 'Add To Cart'
    2.  Leave the default of "1" in the shopping cart and complete the check out process.
    3.  A member of our staff will contact you very shortly to collect the remaining details (# of clients, genre preference, etc.)
    4.  Our billing department will set up convenient billing options to coordinate with your program (example: quarterly).
    5.  Email your list. Sample
    6.  Your Program will be implemented.

     

     

    Program

    # of Clients

    Fee per client

    Sample Pack (3 cards)
    Sample Pack (Combo, 4 cards)
    n/a $9.97   Add To Cart
    $11.95  Add To Cart
    New Account Set Up
    (does not apply to sample packs)
    n/a $30
    Remembering You (Quarterly mailing)
    View Sample Program
    1-50
    51-99
    100-200
    $12.95Add To Cart
    $11.95Add To Cart
    $10.95Add To Cart
    Birthday Remembrance (one time)
    ( 2 years)
    (3 years)
    n/a $4.50Add To Cart
    $8.50Add To Cart
    $12.00Add To Cart
    Holiday (varies) n/a click here

    For databases over 200, please call for quote  l  928-853-4009  l  admin@premierbusinessgreetings.com