Skip to main content

Now Available Through MarketingEdge powered by FMG for Just $2.75 Per Card

In today’s digital world, where most client communications happen over email or text, the impact of a handwritten note or greeting card has never been greater. Personal, thoughtful, and tangible—greeting cards offer financial professionals a simple yet powerful way to build deeper client relationships, stand out from the competition, and even win back lost clients.

And now, thanks to our new MarketingEdge platform powered by FMG, sending greeting cards is easier—and more affordable—than ever. Cards are just $2.75 each, printed on premium card stock, and FMG handles all the logistics. That means you can spend more time building your business while FMG does the heavy lifting.

Why Greeting Cards Work

  1. Surprise & Delight:
    Unexpected moments of appreciation can go a long way. A “thank you” card after a review meeting or a “just because” note during the year can create memorable, positive touchpoints that deepen loyalty.
  2. Strengthen Relationships:
    Birthdays, anniversaries, and holidays are natural opportunities to connect, but don’t underestimate the value of congratulating a client on a life milestone or simply letting them know you’re thinking of them. It’s human, it’s personal—and it matters.
  3. Win Back Former Clients:
    Sometimes all it takes is a well-timed, sincere message to reopen a conversation. A greeting card can serve as a non-intrusive way to reconnect with former clients or prospects who’ve gone quiet. A note like, “I was thinking of you and hope all is well—if there’s anything I can do to support your financial goals, I’m here,” can be surprisingly effective.
  4. Stand Out in a Crowded Market:
    Greeting cards cut through the noise of generic marketing and digital clutter. They show thoughtfulness and intention—qualities that clients remember and value.
  5. Brand You Differently:
    Let’s face it: not every rep or advisor takes the time to send a card. Doing so positions you as someone who cares about the relationship, not just the numbers. And when done consistently, this kind of personal outreach reinforces your brand and builds trust.

Ready to Get Started?

With MarketingEdge powered by FMG, sending greeting cards has never been simpler. Just choose a card, write your message (or use one of the platform’s templates), and FMG takes care of the rest—from printing to mailing.

Already a MarketingEdge user? Learn more here: Accessing and Using Greeting Cards

It’s high-touch marketing with low-lift effort—and for less than $3 per card.

Greeting cards aren’t the only thing FMG offers. From websites to marketing campaigns, or even do-it-for-you marketing services, FMG provides a comprehensive and seamless way of marketing. 

Join our upcoming webinar on May 27, 2025 11:00 AM EST to learn more. Register here.

Or, request a demo on our MarketingEdge landing page:  Marketing Tools for MarketingEdge | FMG

 

TC7989935(0525)1