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 prospective and current clients with personalized messages, world class gifts and amazing experiences.
Highlights from our Engagement Programs
Read Our Blog
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3 Signs that it’s time to Outsource Your Client Appreciation Gifts
When it comes to client appreciation gifts, we’ve noticed several patterns for when businesses choose to create them in-house, and
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The 5 Best Gifts for Clients
With the holidays rolling around, many advisors are struggling to figure out what gifts their clients would appreciate. The criteria that
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Top 5 Mistakes You’re Making With Client Gifts, and How to Fix Them
5. “Your customer doesn’t care how much you know until they know how much you care” Many companies think that generic
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
