Client Welcome Boxes

from $4,500.00

This cohesive and thoughtfully curated Client Welcome Box is an amazing way to set the stage for the unique client-centered experience your clients are just beginning to receive from your wealth advisory practice.

Client Welcome Boxes

Set of 25 Boxes
PER-BOX FEE: $180, in 25-box batches
25 boxes x $180 = $4,500.00

Set of 50 Boxes
PER-BOX FEE: $175, in 50-box batches
50 boxes x $175 = $8,750.00

Quantity:

This cohesive and thoughtfully curated Client Welcome Box is an amazing way to set the stage for the unique client-centered experience your clients are just beginning to receive from your wealth advisory practice.

Client Welcome Boxes

Set of 25 Boxes
PER-BOX FEE: $180, in 25-box batches
25 boxes x $180 = $4,500.00

Set of 50 Boxes
PER-BOX FEE: $175, in 50-box batches
50 boxes x $175 = $8,750.00

Clients lift the lid on this customizable box and are greeted by your personal message via notecard, sticker, or handwritten in the space provided. As clients explore the packaging filler, they discover an elegant and universal executive binder that’s filled with organizational materials, document pouches, and customized papers for clients to record information, dividers, and, more. Chosen for its portability, this junior-sized binder is one new clients will want to use. Other “out-on-their-desk” accessories and supplies serve to remind recipients that your wealth advisory practice is always close at hand.

In addition to the contents of this box, there’s room for your practice to include its own custom booklet of Documents, Intake Forms, and other materials your new clients will find valuable. JUST CALL RANDI often creates such materials as part of Graphic Design SAFETY NET projects. Customized assets like forms, checklists, password records, access codes, and policy numbers may also be created—just for your practice. We can explore such additions as part of the planning process.