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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5 Halloween Gifts to Make A Lasting Impression
Holiday season is just around the corner. Clients tend to expect gifts during the typical holidays of Thanksgiving and Christmas.
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9 Personalized Gifts to Send Your Clients This Summer
Do you know what all successful companies have in common? A strong client acquisition and retention plan. This starts with
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5 Gifts That Pay It Forward: How to give to your clients while also supporting worthy causes
There has been an abundance of research supporting that thoughtful and personalized gifts can strengthen the relationship between you and
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
