PROSPECTING GIFTS
APPLE AIRPODS PRO
AirPods deliver an unparalleled wireless headphone experience, and now the Apple AirPods Pro offer the immersive sound experience with active noise cancellation, a tapered fit and water resistance.
Your logo on the charging case will remind your client that the magical sound AirPods produce is almost as sweet as hearing that Creative Planning is helping them achieve their financial goals for years to come... almost.
APPLE AIRPODS
DUCKHORN DECOY CABERNET WITH ENGRAVED WOOD BOX Treat your prospects to an exclusive drink as a toast to considering Creative Planning as their financial planner and maximizing their financial success.
BOSE ALTO FRAMES WITH BT SPEAKER
These unique high end sunglasses made by Bose come equipped with a Bluetooth speaker hidden in the temples. It’s a state-of-the-art listening experience embedded in a classic design.
Available in classic angular lenses and distinct round lenses, your prospects will be blown away and see that their financial future with Creative Planning is so bright they’ll NEED these shades.
BOSE RONDO FRAMES WITH BT SPEAKER
YETI 20 oz RAMBLER
No one can have enough Yeti’s - this one will be personally engraved to your prospect with the Creative Planning logo on it.
KANSAS CITY STEAK CO. CLASSIC STEAK SAMPLER GIFT BOX Impress your client or prospect with dinner at their door - six premium cut steaks boxed up and ready to delight. Let them know while the “steaks” might seem high, you’re ready to help construct their personal financial portfolio with their goals in mind.
4-PC. TABLE KNIFE SET IN GIFT BOX
Send a personally engraved knife set to your client or prospect - we see a 40%+ return rate on these kinds of door openers. Cutco is the BEST set of knives, and they offer a lifetime warranty. Parallel this with Creative Planning being the best financial planning firm that will also be with that prospect for their lifetime.
CUTCO BUTCHER KNIFE
JOURNAL BOOK
Get your prospects prepped for financial planning with a branded journal book. You can fill this lined notebook with tip in pages packed with information on Creative Planning’s philosophies, investing tips, letters from the president and more.
CHRIS ROSBURG crosburg@grapevinedesigns.com 913.307.0225