From Year-End to Year-Start
How a simple shift in timing and messaging turned thoughtful gifts into lifelong clients and nationwide growth
Standing Out in a Crowded Year-End Market
A wealth management firm wanted to refresh their traditional year-end gifting to better engage clients and prospects.
They sought a solution that would help their gifts stand out and create more meaningful connections in an increasingly crowded market. They needed a fresh approach that would differentiate their gifts and create opportunities for engagement.
A Bold Shift in Timing
We proposed a bold shift: move from year-end gifting to year kick-off gifting in January. This strategy offered several advantages:
- Unique timingAvoided the clutter of holiday gifting, making their outreach more memorable.
- A relaxed audienceTargeted recipients during a quieter time when they were more receptive.
- Future-focused messagingPositioned the gifts as a celebration of the year ahead, emphasizing collaboration and growth rather than reflecting solely on past achievements.
What We Built
We curated gift boxes under $100 to be FINRA regulation-compliant while delivering high perceived value. Each box was thoughtfully designed with:
The gifting campaign targeted both their existing client base and key prospects to maximize impact.
- Sophisticated packagingA presentation that impressed even the most detail-oriented recipients.
- Meaningful messagingReinforced the firm’s commitment to their clients and the exciting opportunities of the year ahead.
- Elevated elegancePremium gifts that embodied the firm’s values and dedication to excellence.
What the Program Looked Like in Practice
The gifting campaign targeted both their existing client base and key prospects to maximize impact.
Sophisticated Packaging
A presentation designed to impress even the most detail-oriented recipients, reinforcing the firm’s standards before the box was even opened.
Meaningful Messaging
Future-focused language that reinforced the firm’s commitment to their clients and the opportunities of the year ahead.
Elevated Elegance
Premium gifts that embodied the firm’s values and dedication to excellence, all within FINRA-compliant budgets under $100.
The Results Exceeded All Expectations
One prospect was so touched by the outreach that they became a client. Their investment generates six-figure annual fees, projected to last at least 20 years.
Recipients provided glowing reviews, with one particularly meticulous client reaching out to praise the thoughtful packaging.
The brokerage, managing over $1 trillion in assets, named Kimber & Oak their preferred gifting vendor, expanding the partnership to annual campaigns and ad hoc gifting across their network.
Kimber & Oak’s strategy transformed simple gifting into a powerful tool for engagement, retention, and growth.
Kimber & Oak makes client gifting effortless. Their Ritz-Carlton level of service and exceptional products are unmatched, and the results their gifts achieve are truly impressive. Even our most selective clients are delighted by the gifts we send and take the time to share their positive feedback.
Begin the Conversation
If you want to understand what a different approach to gifting could do for your client relationships, we'd like to hear about what you're working with.
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