WFA Client Loyalty Magazine Program

General Questions

1. What is the Client Loyalty Magazine Program?

The Client Loyalty Magazine Program is devoted to client retention and loyalty for repeat business and referrals. It is a powerful marketing program that has been found to be effective, affordable, and easy to use, since 2001. Each issue of your personalized gift subscription sent to a client is read by an average of 4 readers per copy.* Each issue sent to a doctor’s office, car dealership, spa/salon, etc., is read by an average of 600 readers per month.**

* Conde Nast research incorporated, MRI data

** FMA Seminar, Verified Public Place Circulation, December 2007

2. What is the Loyalty Label^TM?

It’s a 4” X 4” non-removable label applied directly on the front cover of every issue. The Loyalty Label^TM displays your contact information, logo and a personal message.

WFA ComplianceMax: Each Advisor (or Branch) using the Client Loyalty Magazine Gift Program must submit a request for approval via WFA ComplianceMAX. Click here to complete and return the template/form. We will provide your production-ready Loyalty Label and Postcard for you to submit to ComplianceMAX. A minimal purchase may be required.

3. What is the Announcement Postcard?

A 6”X9” postcard is automatically sent via First-Class Mail® on your behalf to announce your personalized gift subscription and to ask for referrals.

WFA Standard Postcard (PDF File)

WFA Holiday Postcard (PDF File)

4. What is the Gift Selection Card?

You may mail or personally present a hard copy of the Gift Selection Card to your clients and have them choose their preferred magazine.

Downloads:

Gift Selection Card (PDF File)

Gift Selection Card (Editable PPT File)

5. What magazines do you offer?

Visit "Magazines" to learn more about magazines available in the program.

6. How much does everything cost?

The discounted price is $20.00 per gift subscription. The standard price is $22.

7. How do I order a personalized gift subscription?

The service is provided online 24/7. Log into your account account and go to "Place an order". The ordering process consists of two steps. First, you add subscriptions to cart. Then you go to "Shopping Cart", click on "Checkout", and make a purchase by credit card.

BULK ORDER: If your order is for 20 or more subscriptions at one time, you may download the Excel Order Form below and send your order to dawson@ctwo.net In this case you do not need to manually enter each gift subscription through the "Place An Order" page.

Download: Order Form (Excel File)

8. What is the order schedule?

For publishers’ monthly deadlines and approximate delivery of the first issue, visit "Delivery Schedule".

9. How do I check my order status?

Sign in to your account, and go to "Order History". Find the order you would like to check the status for and look up the column called "order date/first issue/last issue", or contact us for details.

10. How do I cancel a personalized gift subscription?

Sign in to your account, and go to "Order History". Find the order you wish to cancel, and click "delete". If the "delete" link is not available, please submit your inquiry in the "Contact Us" section of the website.

11. How do I change an address on a subscription?

Sign in to your account and go to "Order History". Find the order you would like to change the address for and click "edit". Submit the address change by clicking the "Update Order" button. If the "edit" link is not available, please email us and include magazine title, recipient name, old and new address. We will be happy to make the changes for you.

12. How do I change a magazine title?

You may change the title of the magazine online if the order has not been submitted to the publisher. Sign in to your account and go to "Order History". Find the order you would like to change the address for and click "edit". Submit the address change by clicking the "Update Order" button. If the "edit" link is not available, please email us and include magazine title, recipient name, old and new address. We will be happy to make the changes for you.

13. What if my client is already a subscriber to the magazine I ordered for them?

If your client is already a subscriber to the magazine you ordered for them, their current subscription will continue. Your client will receive a postcard to announce your personalized gift subscription. Your personalized gift subscription will start as soon as their current subscription expires.

14. How do I add my logo to my account?

Please refer to Question #2 for more information.

15. Renewals

You will receive an email reminder of orders subject for renewal in 90 days prior to their expiration. You will have the option to renew your customer's gift subscriptions or let them expire. The renewals will be added to the back of the current orders, your clients will not get double issues. It is important to renew as soon as possible to ensure continuous service. We do not automatically renew subscriptions.

16. Solicitations

We do not solicit your client for renewal. We do not sell, rent or otherwise "pander" your clients. And we do not sell or rent your contact information.

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Contacts

Rob Cowin
260-466-0131
rob@magazine-loyaltyprogram.com

Business Hours

Monday-Friday: 8:30am to 5pm ET