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All Gains, No Losses | Effective Marketing Ideas for Accounting Firms and Financial Professionals

Unlock the secrets to effective marketing for accounting firms and financial professionals with these innovative strategies. Learn how personalized in…
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50 Professional Thank You Card Ideas

A thoughtful thank-you card can leave a lasting impression and strengthen business relationships, whether you’re reaching out to clients, colleagues, or employees. Dive into our list of expertly crafted thank-you messages, tailored for various industries and occasions.
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Heartfelt Ways to Show Appreciation to Veterans with Cards

Showing appreciation to veterans is more than a kind gesture—it's a way to honor their sacrifices. Personalized cards offer a meaningful expression of gratitude, creating a deep emotional impact.
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Lead Nurturing Best Practices to Connect You With Clients and Win Business

Lead nurturing doesn’t have to be tedious or time consuming to be effective. And you don’t have to break the bank to make meaningful connections that lead to life-long customers who love your business. You can maintain current client relationships, build new ones and ensure that you remain fully eng…
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Think Like a Customer: Why Beginnings and Endings Are So Important in the Customer Experience

The way you begin and end your interactions with customers is crucial. First and last impressions go far beyond the moment; in fact, they may well be the only things customers and clients remember about your brand. That’s why it is so important to make sure that the beginnings and endings that your …
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Honoring the Nation’s Bravest and Best During Military Appreciation Month

May is National Military Appreciation Month, and it’s the perfect time to reach out and share thoughts of gratitude for the hard work and dedication of our country’s military members. Arguably the bravest and most highly trained in the world, the U.S. military is charged with defending our country a…
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Greeting Cards Create Genuine Connections with Hispanic Customers and Employees

You probably already know that creating a connection with your Hispanic employees and customers requires more than translating a few words into Spanish … quite a bit more, actually. Businesses that are thriving in today’s diverse multicultural landscape know that their Hispanic clients and team memb…
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Redefining Client Engagement Strategies for Financial Advisors in the Digital Age

Good news for financial advisors: According to Accenture field research, 52 percent of consumers are interested in upping their financial literacy. However, the downside to this trend is that they’re not necessarily taking traditional routes. Consider the role that social media is playing. A full 56…
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Measuring Statistical Significance in Marketing: Personalized Campaigns Connect You with Your Customers

Businesses rely on marketing data to guide them in many of their decisions on a daily basis, but how do you know if the information you’re receiving and acting upon is statistically significant? When we look at statistical significance in marketing, we’re looking at whether or not data gathered afte…
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Patriotic Possibilities: Great Opportunities to Show Military Appreciation Year-round

Military holidays and observances are a great time to show your appreciation for customers, employees and spouses who serve in one of the branches of the United States military. The dedication, bravery and sacrifice of these individuals knows no bounds, and the way you show your thankfulness for all…
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Spread the Word: Your Customers Are Your Best Client Referral Program

When it comes to client referral programs, businesses have tried everything including punch cards, product giveaways, swag and even cash … but at Hallmark Business Connections, we know that often, new connections result from the authentic relationships you’ve already built. Client acquisition doesn’…
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Connection With Your Financial Clients Goes Beyond the Quarterly Performance Statement

As a financial advisor, you understand the importance of building strong, lasting relationships with your clients. However, in today's fast-paced, technology-driven world, ‌traditional methods of connecting with clients, such as generic email blasts and free key chains, are no longer sufficient. In …
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Customer Expectations Are Evolving—Is Your Service Keeping Up?

These days, customers are used to the very best. Competition among businesses is stiff, so companies are pulling out all the stops to provide a great experience to win more customers. This culture is now so commonplace that clients and buyers expect certain standards—or they go elsewhere. Below, we …
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