Client Gift Package:

Amazon Echo

Send clients an Amazon Echo with your financial brand so they can stay in the loop.

Done-for-you client gift packages include a smart speaker

featuring your custom branded welcome card

with a QR code to quick-launch your Alexa Skill.

Sample branded collateral with your Echo gift:

client gift insert card QR code to Alexa Quick Link

Card style 1 (above): Single-sided simple printed insert card comes with an Echo speaker to get your clients started using your voice app (Alexa Skill). They scan the QR code to your Alexa Quick Link, which launches your Skill so they hear your update. Request a demo here.

Card style 2 (above): Accordion two-sided print features a welcome message, QR code to scan and launch the Alexa Skill, sample phrases, and social media follow icons.

What this is

microphone icon

Done-for-you branded client gifts featuring Alexa.

Send a cool gift that keeps on giving: clients can hear your WealthVoice broadcasts.

Amazon Echo Show 5

Why you need it

microphone icon

You can't phone it in when it comes to communicating.

Clients feel good about hiring an advisor who is accessible. They want to be reassured about their decision to trust you.

Show them.

For a drop in the bucket of your overall client acquisition costs, you’ll provide a useful gift that’s also a platform to stay in touch authentically through your WealthVoice broadcasts.


How this works:

  1. We launch your Alexa Skill on WealthVoice (like this one from Onramp Invest).
  2. You request the number of kits you need (minimum 10).
  3. We design your custom branded welcome card and ship you those, the Echo Show 5s, and eco-friendly shipping boxes.
  4. You send the package to clients in bulk or over time as you onboard households or do an appreciation campaign.
  5. We supply a unique QR code tracking link so you can see how many people enabled your Alexa Skill from this gift.
  6. Clients hear your broadcasts, love you, and tell their friends. #AUM

Request a Quote

  • (E.g., podcasts, phone calls, voice memos)
WealthVoice adds another medium to our marketing. We can reinforce our message and better emphasize key concepts, but more importantly it provides another way to meet our clients where they are. It’s really about choice and preference.
Communicating through voice has another unexpected benefit: it drives you to clarity of message, forces you to synthesize your ideas and strategies into short powerful statements that educate and motivate without confusing.
Voice is power. It empowers your clients and makes you a better advisor.
James Werner

Co-Founder & Wealth Advisor, Silicon Hills Wealth Management

Advisors’ biggest marketing challenge is staying engaged and relevant. WealthVoice allows you to be present for clients where they are, and connect with authenticity and efficiency.

Perth Tolle

Founder, Life + Liberty Indexes

I’ve been fortunate enough to be included in the early release of this, and it is hands-down a tool that every advisor is going to want in their toolbox. Get ready for WealthVoice.
Jon Porter

CEO, Three Bell Capital