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Clients Need More Than "Happy Holidays" This Year

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Hallmark Greeting Cards Improve Client Retention and Agent Engagement

After The Great Recession of 2008, coupled with the knowledge that it costs seven to nine times more to attract a new client than to retain one, a national financial services company decided to revisit its overall client experience and its impact on retention.
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This Format Will Outperform Your Top-Performing Direct Mail Piece

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Life event marketing is a valuable marketing technique designed to connect with a consumer on a personal and emotional level—particularly during a unique life moment—in order to trigger a response that results in higher profits and loyalty.
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