About EP Wealth Advisors
EP Wealth Advisors is a registered investment adviser and financial planning firm based in Torrance, California.
The Status Quo
EP Wealth Advisors was in search of high-quality holiday gifts as well as help redeveloping their gifting program.
EP Wealth specific gift solution requirements included:
- 800 holiday gifts across two pricing tiers
- A year-long solution for a streamlined gifting program across all 14 locations and 45 advisors
- Insight into what other offices and advisors are gifting
The Gifting Solution: Holistic & Modern
For the holidays, Knack delivered two tiers of festive, high-quality gifts to individual residences. To address EP Wealth’s need for a holistic and modern year-round gifting strategy, we developed a private EP Wealth Company Store for all advisors. It was populated with a curated selection of on-brand gifts. In addition, we provided consolidated billing to replace tedious expense reports and robust reporting to allow administrators to monitor and manage the budget.
Gifting Solution Results
Knack’s solution for EP Wealth includes flexible and competitive pricing model combined with Knack’s exquisite unboxing experience won s 100% of EP Wealth’s gifting business.