WFA Client Loyalty Magazine Program

The WFA 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 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

HOW THE PROGRAM WORKS

The Loyalty Label^TM makes it work.

Send a popular brand magazine to your client with your Loyalty Label on the front cover of every issue displaying your contact information, logo and a personal message. Stay “top-of-mind” all year long for repeat business and referrals! An announcement postcard is sent on your behalf to announce your gift subscription.

Up to 13 “touch-points” annually.

No minimums and no setup fees.

LOYALTY LABEL^TM

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

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 Postcards for you
to submit to ComplianceMAX. A minimal purchase may be required.

ANNOUNCEMENT POSTCARD

A 6” x 9” postcard is automatically sent via First-Class Mail® on your behalf to announce your personalized gift subscription and to ask for referrals. The holiday version is sent when you order in October, November and December. Please refer to the Delivery Schedule for the exact dates.

Downloads:

WFA Standard Postcard (PDF File)

WFA Holiday Postcard (PDF File)

Delivery Schedule

This delivery schedule is based upon magazines that are published each month. Start dates may change for magazines that are published less frequently. Frequency of all magazines subject to change without notice. Additional double issues may be published, which count as 2 issues.

Order Deadline	Thank You Postcard Mail Date	1st Issue Date*
11/10/2023	End of November (Holiday Card)	January 2024
12/8/2023	Mid December (Holiday Card)	February 2024
1/12/2024	End of January	March 2024
2/9/2024	End of February	April 2024
3/1/2024	End of March	May 2024
4/5/2024	End of April	June 2024
4/19/2024	End of May	July 2024
5/31/2024	End of June	August 2024
7/12/2024	End of July	September 2024
8/2/2024	End of August	October 2024
9/6/2024	End of September	November 2024
10/11/2024	End of October (Holiday Card)	December 2024
11/8/2024	End of November (Holiday Card)	January 2025
12/6/2024	Mid December (Holiday Card)	February 2025
1/10/2025	End of January	March 2025

What a great product and terrific customer service.

Amy C. Davidson, Senior Client Associate, Pappas Wealth Management Group of Wells Fargo Advisors
I have used about every kind of client gift you can imagine. But I get the best results from the Client Loyalty Magazine Gift Program. My clients love it and I like having my name and contact info in from of them every month. It is so easy to use and affordable...and I do not spend my time delivering Christmas gifts.

Kim Richardson, VP-Investments, Wells Fargo Advisors
I have found a product that has become my preferred "Thank You" marketing program. Having used the magazine gift subscription program now for several years, I can say it produces results. My clients look forward to receiving the magazine with my personal Loyalty Label on the cover. It serves as a constant reminder to clients that I appreciate the opportunity to serve their financial needs. I encourage you to share this information with your advisors.

Ron Neuenschwander, CFP®, Senior Vice President Branch Manager, Wells Fargo Advisors
The additional monthly touch this brings to our clients is wonderful. The process is very streamlined and the service we have been getting is excellent. If you are looking for a very easy and cost-effective way to reach out to your best clients on a monthly basis this is a unique approach that we have enjoyed using. Not to mention the client actually gets something from you for once that they enjoy reading.

Dustin Addison, Financial Advisor, Troester Addison Financial Group, Wells Fargo Advisors LLC
Thank you for providing such a valuable service and marketing tool. I get excellent feedback and results from my clients.

Joseph A. Pino, Registered Principal Pino Holly Wealth Management Group, LLC Wells Fargo Advisors Financial Network

PREPAY&SAVE

You can save valuable time on future orders by purchasing an inventory of prepaid order codes. Think of them as electronic gift certificates or credits that you purchase to use at any time over the next year. One prepaid code is automatically applied at checkout to “pay” for a personalized gift subscription, any magazine of your choice. Unused codes will be reinstated for another year on request. 1 prepaid code = $18, minimum purchase of 5 codes required.

Here is how it works:

1. Sign in to your account.

2. Go to “Order Prepay Codes”, enter the amount of prepaid codes you wish to purchase.

3. Go to “Shopping Cart” and complete your purchase.
Important! To start using prepaid codes, please purchase them first. If you have magazine subscriptions added to the shopping cart along with the prepaid codes, please delete the subscriptions from your shopping cart. Otherwise, you will be charged for both prepaid codes and subscriptions.