Q&A

Q&A: Celebrating and supporting employees through the holidays
Financial advisors know all about return on investment, aka ROI. You sent out holiday cards this year. What did you learn this year? Is it worth the time, effort and investment? Should I send them next year?
In my situation, we sent out 88 cards. We received 59 in return. Since we commission an artist to create a different drawing each year, the cost of 100 cards with printing, artwork and postage amortizes out to about $4 per card mailed. You might ask: “Is it worth the effort?”
You might say: “No one sends holiday cards anymore! If they bother at all, they post an image on social media or send something by email. If anyone still bothers, they are likely old people.” Wow, are you wrong!
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