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Life Health > Running Your Business

Sweet 16: A unique way to wish clients a happy birthday

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Two of my top producers came up with this unique way to wish clients a happy birthday. You probably already send your clients birthday cards. This year, along with a card, send them a CD of the greatest hits from the year in which they turned 16. Here’s an example:

Say you have a client who turns 65 this year. That means the client turned 16 in 1962. Go to and find a CD of the greatest hits of 1962. You download the CD to iTunes or equivalent, and then burn a fresh CD with your company name on it and title it something like “Happy 16th Birthday.” Then send it to your client.

Clients absolutely love these CDs and often ask for additional copies for their friends. So send them out and plaster your name all over them.

There is something magical about the popular music when we were 16-years-old that brings back great memories. This is a sure-fire hit that makes you shine with your clients.

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Matt Neuman is the vice president of marketing for Advisors Excel. Visit or email Matt at [email protected] for more information.


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