Chocolate Gifts for Financial Advisors and Wealth Management Clients
Financial advisors, wealth managers, CPAs, and insurance professionals send more chocolate than any other group we serve, because a well-made box says thank you without saying anything else. Enjou Chocolat makes these gifts by hand in Morristown, New Jersey, ships them to client addresses across the country, and can mold your firm's logo into the chocolate itself. Here is what advisors send, at real prices, and how to think about the list.
What advisors send
| Gift | Price | Typical use | Logo |
|---|---|---|---|
| Corporate Business Calling Card | $4.95 | Every client, every holiday, with your logo | Molded in chocolate |
| Corporate Card Collection, Small | $11.95 | Client thank-yous at scale | Molded in chocolate |
| Thank You Truffle Assortment, 5/8 lb | $29.95 | Standard client gift | Logo card |
| Custom Logo Edible Box, Small | $29.95 | Branded client gift | Molded in chocolate |
| Connoisseur Collection, One Pound | $39.95 | Top clients and centers of influence | Logo card |
| Corporate Card Collection, Grand | $84.95 | The referral sources | Molded in chocolate |
Budget scenarios
Every client, around $15. The Corporate Card Collection Small: a boxed piece with your logo in the chocolate. One mold, then it is the same price every year.
Fifty clients at about $30. The 5/8 lb Thank You Truffle Assortment or the Small Custom Logo Edible Box. The first is a classic assortment; the second carries your logo.
Twenty-five VIP clients at $75 to $125. The Corporate Card Collection Grand, or the Large Custom Logo Edible Box at $124.95, which is the gift people remember.
The attorneys and accountants who refer to you. Treat them like VIP clients. A One Pound Connoisseur with a handwritten card is the right size.
Gift policies and limits
Most advisory firms have a written gift policy and many follow industry limits on the value of gifts to clients. We do not give compliance advice. Check your firm's policy before ordering, and if you need gifts under a specific dollar amount, tell us the number and we will build the list around it. Several of the gifts above sit well under the limits most firms use.
Timing for advisors
Thanksgiving week is the quiet window before the December rush and the gift that arrives then gets noticed. For December delivery, custom logo molds must be ordered by October 31, and non-logo gifts need about two weeks. Many advisors also send in January, after the year-end statements go out, and in the spring after tax season.
Sending to a client list
Send us the list with addresses and any personal messages, and each gift is packed and shipped individually. Chocolate travels with cold packaging to warm states.
Questions advisors ask
Can our logo go on the chocolate rather than the box? Yes. That is what we are known for. It needs a mold, made once and kept on file.
Do you keep our list for next year? Yes. Reorders are one phone call.
Can gifts go to home addresses? Yes.
Can we mix gift sizes on one order? Yes. Most advisors send two or three tiers.
Can we add a message? Yes, a card in every box.
Since 1983
Enjou Chocolat is a family-owned chocolatier at 8 DeHart Street in Morristown, New Jersey. Everything is made by hand in our own kitchen.
Tell us what you are planning
Roughly how many clients, your budget per gift, and when you need them by. Austin Chinsky, Director of Corporate Gifting · austin@enjouchocolat.com · 973-936-8334 · Corporate gifting