We create turn-key personalized client appreciation programs for wealth management firms.

Client Porter is a US based, full service customer engagement program. We specialize in delighting your clients with personalized messages, world class gifts and amazing experiences.

Highlights from our Engagement Programs

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Testimonials

Thank you, Client Porter, for the incredibly spot-on gift you sent to one of my top referral sources.  He just received it and immediately picked up the phone to thank me.  He was so excited that “I” remembered that he is a huge LA Kings fans. He was so impressed with his gift, a matching LA Kings hat for him, and LA Kings bandana for his dog. You’ve helped me create a deeper, longer-lasting relationship with him and I greatly appreciate it!

~ Darin Erdmann, Regional Sales Consultant for a National Retirement Plan Administration Firm

Meet Our Team

Barbara Kotlyar

CEO

Rebecca D’Onofrio

COO

Brian Kotlyar

CMO