Client Birthday Cards for Financial Advisors

A financial advisor's birthday card should wish the client a happy birthday and thank them for their trust, in a sentence or two. Leave out markets, performance and planning offers so the card stays a greeting, not a piece of marketing. With our birthday program, we print your branded card, address every envelope with a real Pilot G2 gel pen in blue ink, and mail each card the week of the client's birthday, all year.

If your firm reviews client correspondence, send the message through that review before you order, the same as any other client mailing. Below are messages you can use as written.

Birthday messages for clients

• Happy birthday! Thank you for trusting us with your family's financial future. Wishing you a wonderful year ahead.
• Wishing you a happy birthday and a year full of the things that matter most to you. It's a privilege to work with you.
• Happy birthday from all of us at [Firm Name]. We're grateful to be part of your plans.

For long-time clients

• Happy birthday, and thank you for so many years of trust. Helping your family plan for what matters is the best part of our work.
• Another year, and we're still grateful to be working with you. Happy birthday from your team at [Firm Name].

For centers of influence

CPAs, attorneys and other professionals who introduce you to clients:

• Happy birthday, and thank you for the trust and the introductions. We value working alongside you.

What to leave out

• Market commentary, outlooks and performance.
• Product, rate and planning offers.
• Requests for referrals or reviews.
• Anything about a client's accounts.

Our post on what to write in a business birthday card has more message ideas.

How the birthday program works for your practice

• Your card: a design from our birthday collection, with your message, logo and signatures inside.
• Your list: a spreadsheet with each client's name, mailing address and birthday (month and day; we don't need the year). Excel, Google Sheets or CSV works.
• The mailing: we mail once a week, so each card goes out the week of the client's birthday. Envelopes are addressed with a real pen by default. If you'd rather have printed addresses, we can do that too.
• Changes: add or remove clients any time with at least a week's notice before the birthday. If a client leaves, you can put someone new in their spot at no extra charge. See how adding and removing names works.

What it costs

One price per recipient: your card, plus mailing, plus postage at cost. Pricing runs from $1.75 per recipient for larger mailings on a digital design to $3.75 for a foil design at 100 recipients, before postage. One payment at checkout covers your cards and the mailing. Programs start at 100 recipients.

When to start

As soon as your cards are printed and we have your list, we start with that week's birthdays. Want to start on a set date, like January? Tell us when you send your list.

Our charity program

Each year, we donate at least 10% of net proceeds from greeting card sales to charity. Read how our charity program works.