Client Affinity Program

While we accept corporate gifting orders from all industries, Paul Thomas Chocolates specializes in serving the wealth management sector. This dedicated focus allows us to deliver a white-glove, exceptional experience that helps you build deeper connections with your high-net-worth clients.

Most financial advisors intend to send client gifts, in order to drive retention and encourage referrals.

But few are able to find the time to follow through — and when they do, the client often doesn't realize who sent it, or isn't wowed by the generic contents.

Our Client Affinity Program handles everything for you:

  • Small-batch chocolates, made in the beloved and quintessential small-town of Dahlonega, deliver a heartfelt and personal feel that big retailers simply cannot
  • Rare handwritten note service goes the extra mile in communicating sincere appreciation to clients
  • Expertly packed for fast and safe delivery (no-melt guaranteed year-round), and beautiful presentation
  • Simply supply the names and addresses  — no need to search, enter addresses individually, checkout multiple times or check on deliver statuses

 

Our unique, white-glove service has helped increase the probability of referrals and strengthened retention for firms like Norma’s, who says:

 

“For nearly a decade, I've found my clients are always elated when receiving a gift box from Paul Thomas Chocolates, and the handwritten note is a crucial personal touch that makes the client think of me.”

-Norma, Wealth Advisor serving North Georgia

 

Choose from three levels of client appreciation:

Pricing is all-inclusive, per client. Includes order creation, packaging, shipping and shipment-monitoring, the small-batch chocolates and a personal-touch handwritten note.

Collapsible content

Signature • $125

The Signature level includes

  • Large assortment of our most popular chocolates
  • Small assortment of some of our most notable truffles
  • Coconut cashew crunch; our best selling soft brittle
  • Assortment of our twice-coated chocolate pretzels
  • Beautiful Dahlonega gold ingot chocolate bar

Premium • $90

The Premium level comes with

  • Medium assortment of our most popular chocolates
  • Truffle and caramel assortment that pairs with wine
  • Two Dahlonega gold ingot chocolate bars
  • Coconut cashew crunch + pecan brittles

Essential • $50

The Essential level consists of

  • Medium assortment of our most popular chocolates
  • Truffle and caramel assortment that pairs with wine

Let's talk about increasing your client retention and referrals today, so we can help build your client affinity as soon as next week.

Call or Email Josh Mihok, or provide your info below along with your desired day and time for him to reach out to you.

Your time is extremely valuable, so please also feel free to comment any questions you have now, so we can be fully prepared to assist you.

706-864-6333

Josh.Mihok@PaulThomasChocolates.com

Client Affinity and Referrals begin here...

Collapsible content

Frequently Asked Questions

Will my customers clearly see who sent them the gift package?

Yes. Your name and firm will be prominently displayed on the handwritten note.

Are clients easy to set up on recurring deliveries so they're never forgotten?

Yes. This is a quick and simple step when placing your first order.

Can each customer receive a customized message?

If desired, absolutely.

Can customers receive chocolates year round, even during the extreme heat of the summer?

Yes. We're experienced in shipping year-round, to places as far as California and as hot as Texas. We use gel packs colder than ice, special insulation techniques, and fast transit.