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

Savvy financial professionals know it costs more to find new clients than it does to retain the clients they already have, so it makes sense to invest in a client retention program that truly keeps you connected. At Hallmark Business Connections, we know the pivotal role relationships play in the success of accounting firms, and that’s why we thoughtfully design and create products to make clients feel valued and appreciated all year long.

A single interaction—be it with a personalized greeting card, an inspirational gift or a delicious treat—can transform the way clients see your firm. Whether you’re part of a large group or part of a smaller financial institution, a bit of planning will ensure they stick with you for the long haul. By staying in touch and delivering timely, individualized client outreach, you’ll let them know you’re there for them now…and whenever the need may arise.

The Importance of Personalization

Trust is at the top of the list when it comes to the things financial clients are looking for, and personalized interactions significantly increase their faith in you (and therefore their loyalty). When you show you truly understand and care about your clients, you’ll create an emotional bond that increases the likelihood that they will stick with you for their future financial needs.

Hallmark Business Connections for Custom Greeting Cards

HBC gives financial professionals a strategic edge by offering a wide selection of greeting cards that can be personalized for their own individual needs. When you send a Hallmark card, it’s more likely to be opened, read, understood and acted upon than any other direct mail. And that means, when you select and send a card from HBC, it will get noticed by your clients, too!

Card and Gift Ideas for Financial Clients

A custom card or gift from HBC is the perfect way to let your clients know you’re thinking about them and their financial wellness, and if you’re looking for a little bit of inspiration, we’ve got plenty of ideas to kickstart your client outreach. Try a few of the following strategies and tactics to connect with both current and potential clients:

Send a Happy New Year card and remind them that it’s a great time to focus on investing in themselves and their future. Include tips for saving and, of course, ways you can help them succeed.

Host an open house event with information about financial options. Be sure to make it fun and bring snacks. If you’re hosting a smaller, intimate event, consider giving attendees a gift of decadent Christopher Elbow chocolates as a thank-you for attending. They’ll be sure to remember your gratitude and your informative event.

Remember important days and send Birthday Cards, Anniversary Cards and Graduation Cards. These events are also great times to remind clients that monetary gifts make great investments for loved ones and are excellent ways to instill solid financial habits, especially for younger family members.

Make it easy on YOU by using Automatic Mailings to streamline recurring client communications. Greeting cards are personalized by you and then printed and mailed by us each month to keep you in contact with all your clients. You’ll save time and avoid stress by using your mailing list and setting your card up online.

Personalize and send individualized communication so your clients know how invested you are in their financial well-being. When you reach out with custom cards that you write and create just for them, you’re delivering an elevated customer experience that lets them know you are attentive and in tune with their needs.

Remember individual occasions and send Mail to One greeting cards to personalize messages for a single recipient. You can easily create specific messages for individuals, allowing you to authentically express your feelings for occasions such as condolences, birthdays, welcome or gratitude.

Timing Your Outreach for Maximum Impact

Finding optimal moments to connect with clients can amplify the impact of your outreach, so think about creating marketing touchpoints around major holidays and recurring days like birthdays and anniversaries. When you send cards for major life events, it lets clients know that you value them beyond their portfolio.

These thoughtfully timed gestures can reinforce their importance to your business and can subtly remind them of the services you offer. Additionally, consider reaching out during key financial milestones, like the end of the fiscal year or tax season. A timely card or note can provide useful reminders and position you as a proactive and attentive advisor. Whether it's a celebratory occasion or a critical financial checkpoint, well-timed outreach can strengthen the emotional and professional bond with your clients.

A Short Story About When to Send

HBC once had a customer who always sent St. Patrick’s Day cards to his clients. Seem odd to you? Not to us. Here’s why…

This accountant was smart about timing and knew that not as many businesses send snail mail such as advertisements, coupons and other mailbox fillers around this time of year. Additionally, St. Patrick’s Day was the perfect time to remind his clients about filing their taxes.

The bright green envelopes with their gold Hallmark seals affixed to the back stood out just like a pot o’ gold in client mailboxes—a treat clients looked forward to each year. By going the extra mile to reach out with personalized communication and reminders, he steadily built loyalty and grew his customer base.

Reputation Matters

Hallmark has spent more than 100 years building a legacy of connecting with others, and we recognize how important it is to build a positive reputation with your clients. By selecting high-quality greetings and gifts from HBC, you’ll leave a lasting impression that resonates with your clients and lets them know they are truly valued.

Build a reputation of authenticity and caring with your clients by strategically and consistently reaching out and letting them know you truly care about them personally and about their financial well-being.

Learn more about customer outreach that really works when you read Lead Nurturing Best Practices to Connect You With Clients.