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Keep Clients
Customized content, resources and promotional items at your fingertips, helping you stay connected with everyone you serve!
Your Wish Is Our Demand System!
Ready to see our Print-On-Demand System in action? Schedule your 1:1 demo call with our team.
Clients for LIfe Program
Customization and Control Where it Belongs — With You!
The key to keeping clients happy isn’t a secret: You need to connect with them.
Consistently. Clearly. Powerfully.
Our Clients For Life program makes providing personal touches easy, giving you instant access to our expansive library of
eye-catching resources and items, including:
Bi-Monthly Newsletter
Birthday Cards
Annual Review Cards
Specialty Cakes
and Cookies
And so much more!
Print On Demand Program
The Power of Proficiency
Our convenient Print-On-Demand System enables you to quickly and efficiently order branded, turnkey print materials and have them shipped to your office. Some items can even be shipped directly to your clients' mailboxes.
No more waiting on proofs, processing or project managers. And best of all …
Enrollment in the Program Is Free!*
*Advisors and agents are only responsible for printing cost, shipping and applicable sales tax.
Print On Demand Program
The Power of Proficiency
Our convenient Print-On-Demand System enables you to quickly and efficiently order branded, turnkey print materials and have them shipped to your office. Some items can even be shipped directly to your clients' mailboxes.
No more waiting on proofs, processing or project managers. And best of all …
Enrollment in the Program Is Free!
*Advisors and agents are only responsible for printing cost, shipping and applicable sales tax.
AE Firms Are Fans For LIfe
“It is so nice to be able to see what our options are, what it’ll look like to customize it and then to be able to order it all in one place. I love working with our creative team, but for things already built and designed for us, I love the ease of just being able to reorder and not have to go through anyone and wait.”
Ensign Wealth Management
“Since switching to CFL for our newsletters, we are able to send out six issues a year. It’s doubled our newsletter distribution from previous years. Our clients love it! It’s so easy to create the newsletter with the multiple-options template. Each newsletter has its own look, while consistently maintaining our brand.”
Layman Lewis Financial Group
“The Annual Review postcard mailings give me peace of mind that we are keeping our promise to our clients. We want our clients to know that we are always available for them when the time is right for them. We have found the tangible annual review reminder will sometimes sit on our client’s kitchen table for weeks on end but act as the gentle reminder that we want to see them to review their plan. This is way less labor intensive than our team chasing them down over the phone.”
Curran Financial Partners
"Working with the CFL team has been such a great experience and our clients benefit greatly from sharing what Clients For Life has to offer. We deepen relationships with them and just the extra touch of remembering their birthday elevates our business and provides a white-glove experience to each client we have and we receive compliments all the time on it."
Bright Lake Wealth Management
"Using the CFL Program to send cakes to our clients has played a huge role in deepening the relationship with our clients. We send them for clients' birthdays, and it’s become something that the clients look forward to. We get frequent messages from clients saying thank you for the cake and how much it made their day – especially if they don’t expect it. We consider our clients family, and we are often some of the first people they call when a tragedy happens. While it may just be a cake, the message it sends goes deeper. Being able to partner with AE on this has been a huge help in being able to bring these personalized touches to our clients without being bogged down by mundane tasks and trying to do it completely on our own."
Safeguard Investment Advisory Group, LLC
Engaging Your Clients Is as Easy as 1 … 2 … 3
1
Select from our ever-growing library of materials.
2
Choose front-end customization or a turnkey option branded to your office.
3
Place your order!
Let’s Connect …
So You Can Connect
Get started by clicking the icons below to schedule your 1:1 call and learn more about Clients For Life and Print On Demand.
Producers are ultimately responsible for the use or implementation of Clients for Life and should be aware of any and all applicable compliance requirements. Investment advisors are strongly encouraged to obtain pre-approval from the broker-dealer and/or Registered Investment Adviser with which they may be affiliated prior to implementing. 7/24-3709941