Horsesmouth

When You Share Your Expertise and Offer to Help Others, You’re Setting the Stage for the Best Types of Referrals…

Key Birthdays Postcard

Yes, I want to send the Key Birthdays postcard to clients and prospects. It’s an easy, substantial “client touch” that delivers important information and smartly supports my referral strategy.

Your Key Birthdays postcard includes:

Personalized, branded postcard—includes your photo, logo and contact info.
Card size: 8.5"x 5.5 postcard stock information. See printing options below.
FINRA-review letter—for your compliance file.
PDF version for posting to your website, etc.

Try Now—See How Your Personalization Will Look on the Key Birthday Postcard

Before you place your order, you can preview how your branded Key Birthday Postcard will look. Just complete all the fields in the form on this page and then click on Preview.

NOTE: You will not be charged until the end of the process, so it’s totally safe to try it out now.

PLEASE READ QUICK GUIDE BELOW: Be sure to carefully complete all the relevant fields.

Follow this quick guide to make sure your personalization is correct and looks good. Start by completing the form at the bottom of this page with this information:

Advisor’s name with first, middle, and last.
Add any designations you want listed. (Optional)
Upload your photo. (Optional)
Advisor’s title. (Optional)
Company/firm name.
Upload your firm’s logo. (Optional)
Mailing address.
Phone, email and web address.
Disclosure or Disclaimers: NOTE: Don’t leave this out as it’s probably required by your firm.Just copy from your existing disclosure or disclaimer. Be sure to review and close up any unwanted spaces or returns.

Then, click the Preview button at the bottom of this page. Now you’ll see a mini-size representation of how your personalization looks.

Your fee will be charged directly to your credit card. Our online process is secure and you can safely provide your credit card information in the form below.

FOR INSTANT SERVICE, Call Toll Free: 1-888-336-6884, ext 1 (Outside U.S.): 1-212-343-8760
Or simply fax this form to: 212-363-9526

Personalize
Checkout
Place Order

	Item	Description	Qty	Price	Dsc	Net	Total
	Key Birthdays Postcard	8.5” x 5.5” postcard (100 hard copies) personalized with your photo, logo and contact information, plus PDF version. Include FINRA-review letter (PDF).	100	127.00	0.00	127.00	$127.00

Is your personalization info missing?

LOGIN NOW to populate the fields with information from your user profile.

* denotes required field

Images

2 Images: Photo + Logo

PhotoClick image to change. New image should be at least 164 x 248 pixels.

LogoClick image to change. New image should be at least 248 x 248 pixels.

Personalization Details

First/Middle/Last Name*

Designations

Title

Company*

Address Line 1*

Address Line 2

City/State/ZIP*

Phone*

Email Address

URL

Disclosures

When You Share Your Expertise and Offer to Help Others, You’re Setting the Stage for the Best Types of Referrals…

Try Now—See How Your Personalization Will Look on the Key Birthday Postcard

PLEASE READ QUICK GUIDE BELOW: Be sure to carefully complete all the relevant fields.

FOR INSTANT SERVICE, Call Toll Free: 1-888-336-6884, ext 1 (Outside U.S.): 1-212-343-8760 Or simply fax this form to: 212-363-9526

Is your personalization info missing?

FOR INSTANT SERVICE, Call Toll Free: 1-888-336-6884, ext 1 (Outside U.S.): 1-212-343-8760
Or simply fax this form to: 212-363-9526