Client Gift Package:
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 advisors send with their gift:
What this is
Done-for-you branded client gifts featuring Alexa.
Send a cool gift that keeps on giving: clients can hear your WealthVoice broadcasts.
Why you need it
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.
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 You Benefit
Delight and impress clients or prospects
Repeatable process for a buzzworthy onboarding experience
Generate referrals (word of mouth)
Level up your marketing with time-saving technology
How Your Clients Benefit
Affirm their decision to hire you
They get a useful gift they’ll use daily— from you
They will feel valued and connected
They appreciate a confident advisor who communicates
How this works:
- We launch your Alexa Skill on WealthVoice (like this one from Onramp Invest).
- You request the number of kits you need (minimum 10).
- We design your custom branded welcome card and ship you those, the Echo Show 5s, and eco-friendly shipping boxes.
- You send the package to clients in bulk or over time as you onboard households or do an appreciation campaign.
- We supply a unique QR code tracking link so you can see how many people enabled your Alexa Skill from this gift.
- Clients hear your broadcasts, love you, and tell their friends. #AUM
Request a Quote
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.