Financial Advisors – Lavish Cards – Fine Art Corporate Greeting Cards

27 Sep

Symbolize your Value

As the commoditization of your industry continues prompting clients to focus on what you cost rather than what you’re worth, there are small...

Financial Advisors

The Why, When and How of Sending Client Greeting Cards

Sending cards is often an overlooked and untapped approach to creating rapport and trust with your best clients. Advisors who send cards to their...

21 Nov

Financial Advisors

Symbols and Your Branding Strategy

As a knowledge-for-profit professional it is essential to take the abstract and commoditized nature of your value and make it proprietary. This will...

23 Aug

Financial Advisors

The Fine Art of Saying “Thank You!”

By Duncan MacPherson Pareto Systems I was speaking with a consulting client the other day and they were excited to tell me that...

15 Jul

Financial Advisors

Refreshing as a cool glass of lemonade

You know what’s as refreshing as a cool glass of lemonade on a hot summer day… Finding a beautiful greeting card in your...