“We always like to use humor to relate to our clients,” says Tiffany McGhee of Momentum Advisors in New York, New York. “It goes a long way toward making a connection beyond the more serious topics we often discuss. We think this card does just that. We thought the idea of the bull and the bear suddenly finding themselves under the mistletoe is brilliant.
“We find that no matter what card you send it is important to send it early. The cards that arrive early will stay on display longer. Also, we take every opportunity to personalize the card. Hand-writing our client's address and adding a short note are great ways to do this. Personalizing our message to include a family event or accomplishment lets our clients know that we are paying attention to their lives — not just their investments.”