COI Referral Thank-You
Premium · $30–40 · Wealth management client onboarding & annual review
Advisors who grow through referrals rely on centers of influence, the CPAs, estate attorneys and bankers who send clients their way. COI Referral Thank-You is a short, well-chosen set for saying thanks after a referral or a joint client meeting. An automatic umbrella is the anchor piece: it comes out in parking lots and on the walk to the courthouse, which quietly keeps your firm's name around. A PU leather business card holder is a natural fit for professionals who hand out cards all day, and an aluminum stylus ballpoint suits a desk full of files. Keep the logo small on every piece, and add a handwritten note that thanks the recipient personally.
Executive umbrella and card holder for CPAs and attorneys who refer.
What is in the kit
- 1.
1 × Automatic UmbrellaAs low as $8.84 - 2.
1 × PU Leather Stainless Steel Business Card HolderAs low as $1.79 - 3.
1 × Ballpoint PenAs low as $0.72
As low as $11.35 per kit · 3 of 3 items priced · Small orders welcome
Listed standard setup fees for the products in this kit total $183.35 per design. If a setup fee applies, it is shown in your written quote. Setup fees are waived on reorders with the same logo.
More Wealth management client onboarding & annual review kits
- Quiet Luxury Onboarding · Luxury · $120–160
- Annual Review · Premium · $40–55
All Financial Services kits · Updated September 27, 2026
