{"id":8851,"date":"2026-02-09T10:03:24","date_gmt":"2026-02-09T15:03:24","guid":{"rendered":"https:\/\/smartpress.com\/blog\/?p=8851"},"modified":"2026-02-11T10:04:25","modified_gmt":"2026-02-11T15:04:25","slug":"why-printing-a-welcome-packet-is-a-smart-investment","status":"publish","type":"post","link":"https:\/\/smartpress.com\/blog\/printspiration\/why-printing-a-welcome-packet-is-a-smart-investment","title":{"rendered":"Why Printing a Welcome Packet is a Smart Investment"},"content":{"rendered":"<!--the_content--><!--block-empty--> <div class=\"row center-xs\"> <div class=\"col-xs-12 col-sm-11 col-md-8\"> <div class=\"row center-xs\"> <div class=\"col-xs-12 col-sm-10 col-md-6\"> <p>In a digital-first world, a printed welcome packet makes the strongest first impression. When <a href=\"https:\/\/swdgroup.com\/\" target=\"_blank\" rel=\"noopener\">Strategic Wealth Designers<\/a> rethought its client onboarding, their curated welcome packet became a significant driver of professionalism and engagement.<\/p> <p>&nbsp;<\/p> <p>With a custom booklet and brochure bundled neatly in a branded folder, their client welcome kit helps ensure confidence, comfort and freedom in making financial decisions big and small. See why printed materials like this give clients that cha-ching feeling.<\/p> <p>&nbsp;<\/p> <p><a href=\"https:\/\/smartpress.com\/pages\/financial-services-printing\">Explore all of our finance printing products<\/a>.<\/p> <\/div> <\/div> <\/div> <\/div> <!--block--><div class=\"row center-xs\"><div class=\"col-xs-12 col-sm-8\"><div class=\"row\"><div class=\"col-xs-12\">\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<\/div><\/div><\/div><\/div><!--\/block--> <div class=\"row center-xs\"> <div class=\"col-xs-12 col-sm-11 col-md-8\"> <div class=\"row center-xs\"> <div class=\"col-xs-12 col-sm-10 col-md-8\"> <h2>Key Takeaways<\/h2> <ul> <li><a href=\"#a-welcome-packet-that-builds-relationships\">A thoughtfully designed welcome packet can turn client onboarding into a confidence-building experience<\/a>, especially for audiences making high-stakes financial decisions.<\/li> <li><a href=\"#executing-the-welcome-experience\">Premium materials and intentional formats ensure the welcome experience feels polished, organized and easy<\/a> for both clients and internal teams.<\/li> <li><a href=\"#results-beyond-conversions\">The impact of print marketing goes beyond conversions<\/a>, reinforcing professionalism and encouraging deeper client engagement over the long term.<\/li> <\/ul> <\/div> <\/div> <\/div> <\/div><!--block-empty--> <!--graybar--><div class=\"ltGrayBkgd-md\"><\/div><!--\/graybar--> <!--block--><div class=\"row center-xs\"><div class=\"col-xs-12 col-sm-8\"><div class=\"row\"><div class=\"col-xs-12\">\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<\/div><\/div><\/div><\/div><!--\/block--> <div class=\"row center-xs\"> <div class=\"col-xs-12 col-sm-11 col-md-10\"> <div class=\"row center-xs\"> <div class=\"col-xs-12 col-sm-10 col-md-8\"> <style>.embed-container { position: relative; padding-bottom: 56.25%; height: 0; overflow: hidden; max-width: 100%; } .embed-container iframe, .embed-container object, .embed-container embed { position: absolute; top: 0; left: 0; width: 100%; height: 100%; }<\/style> <div class=\"embed-container\"><iframe src=\"https:\/\/www.youtube.com\/embed\/TNtIPnUmHM4\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/div> <\/div> <\/div> <\/div> <\/div> <!--block--><div class=\"row center-xs\"><div class=\"col-xs-12 col-sm-8\"><div class=\"row\"><div class=\"col-xs-12\">\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<\/div><\/div><\/div><\/div><!--\/block--> <div class=\"row center-xs\"> <div class=\"col-xs-12 col-sm-11 col-md-8\"> <div class=\"row\"> <div class=\"col-xs-12 col-sm-10 col-md-8\"> <h2>Rethinking the New Client Welcome Kit<\/h2> <\/div> <\/div> <\/div> <\/div> <!--block--><div class=\"row center-xs\"><div class=\"col-xs-12 col-sm-8\"><div class=\"row\"><div class=\"col-xs-12\">\n<p>&nbsp;<\/p>\n<\/div><\/div><\/div><\/div><!--\/block--> <div class=\"row center-xs\"> <div class=\"col-xs-12 col-sm-11 col-md-8\"> <div class=\"row center-xs\"> <div class=\"col-xs-12 col-sm-10 col-md-8\"> <p>Before the team at Strategic Wealth Designers landed on a client welcome kit, they had a problem to solve: how to engage and educate clients, while making it easy for their own team to add and remove important documents.<\/p> <p>&nbsp;<\/p> <p>\u201cThe previous piece was a cumbersome three-ring binder with info that wasn\u2019t always relevant,\u201d said Graphic Designer Shavanna Pinder. \u201cWe wanted a kit that was professional yet very approachable, [not] something cold, boring and convoluted.&#8221;<\/p> <p>&nbsp;<\/p> <p>Thus the new and improved client onboarding kit was born.<\/p> <\/div> <\/div> <\/div> <\/div> <!--block--><div class=\"row center-xs\"><div class=\"col-xs-12 col-sm-8\"><div class=\"row\"><div class=\"col-xs-12\">\n<span style=\"font-weight: 400;\"><\/div><\/div><\/div><\/div><!--\/block--> <!--block: 50-50-image --><div class=\"row center-xs blockOffset-bottom-sm\"><div class=\"col-xs-12 col-sm-10 col-md-10\"><div class=\"row center-xs\"><\/span><\/p> <div class=\"col-xs-12 col-sm-6 no-pad blockOffset-top-sm blockOffset-left-sm\"><figure class=\"figureContainer\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/smartpressblog.imgix.net\/wp-content\/uploads\/2026\/02\/Untitled-16-2.jpg?auto=format%2Ccompress&ixlib=php-3.3.0&w=900&s=398c87d08c2d2e22dac4dfc9d55b276c\" alt=\"A custom welcome packet with booklets and brochures coming out of it.\"   data-recalc-dims=\"1\" \/><figcaption style=\"width: 74.6875%;\" class=\"wp-caption alignleft\"><p class=\"wp-caption-text\">Branded Folder, Brochure, Saddle Stitch Booklet<\/p><\/figcaption><\/figure><\/div>  <p><div class=\"col-xs-12 col-sm-6 no-pad blockOffset-bottom-md raisedRight\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"https:\/\/smartpressblog.imgix.net\/wp-content\/uploads\/2026\/02\/SWP-Group-A-0025-3-1.jpg?auto=format%2Ccompress&ixlib=php-3.3.0&w=900&s=00edc11b0fe417ac4eb2c37b99fa292b\" alt=\"Two hands holding a printed welcome kit with two coordinating booklets for Strategic Wealth Designers.\"   data-recalc-dims=\"1\" \/><\/div><\/p> <\/div><\/div><\/div> <!--\/block--> <!--block--><div class=\"row center-xs\"><div class=\"col-xs-12 col-sm-8\"><div class=\"row\"><div class=\"col-xs-12\">\n<p>&nbsp;<\/p>\n<\/div><\/div><\/div><\/div><!--\/block--> <div class=\"row center-xs\"> <div class=\"col-xs-12 col-sm-11 col-md-8\"> <div class=\"row\"> <div class=\"col-xs-12 col-sm-10 col-md-8\"> <h2 id=\"a-welcome-packet-that-builds-relationships\">A Welcome Packet that Builds Relationships<\/h2> <\/div> <\/div> <\/div> <\/div> <!--block--><div class=\"row center-xs\"><div class=\"col-xs-12 col-sm-8\"><div class=\"row\"><div class=\"col-xs-12\">\n<p>&nbsp;<\/p>\n<\/div><\/div><\/div><\/div><!--\/block--> <div class=\"row center-xs\"> <div class=\"col-xs-12 col-sm-11 col-md-8\"> <div class=\"row center-xs\"> <div class=\"col-xs-12 col-sm-10 col-md-8\"> <p>Partnering with an online printer like Smartpress meant Pinder and team could design a totally customized welcome packet with whatever printed assets they wanted, as long as those assets suited the kit\u2019s intention.<\/p> <p>&nbsp;<\/p> <p>\u201cOur goal was to help foster a sense of excitement and freedom for our clients. It\u2019s not just a welcome to our company but to their new life,\u201d she said. \u201cIdeally the experiential pieces are to spark conversation with spouses, significant others, family and friends.\u201d<\/p> <p>&nbsp;<\/p> <p>The next hurdle? Printing and distributing the kits.<\/p> <p>&nbsp;<\/p> <p><a href=\"https:\/\/smartpress.com\/blog\/features\/a-guide-to-how-print-marketing-can-drive-more-sales\">See why print marketing is the key to boosting your business<\/a>.<\/p> <\/div> <\/div> <\/div> <\/div><!--block-empty--> <!--graybar--><div class=\"ltGrayBkgd-md\"><\/div><!--\/graybar--> <!--block--><div class=\"row center-xs\"><div class=\"col-xs-12 col-sm-8\"><div class=\"row\"><div class=\"col-xs-12\">\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\"><\/div><\/div><\/div><\/div><!--\/block--> <div class=\"row center-xs pullQuote\"> <div class=\"col-xs-12 col-sm-11 col-md-10\"> <div class=\"row center-xs\"> <div class=\"col-xs-12 col-sm-10\"> <\/span><\/p> <p><span style=\"font-weight: 400;\">&#8220;Strategically, our welcome kit focused on reinforcing client confidence, reducing confusion and helping organize their financial affairs.<\/span><span style=\"font-weight: 400;\">&#8220;<\/span><\/p> <\/div> <\/div> <\/div> <\/div> <!--block--><div class=\"row center-xs\"><div class=\"col-xs-12 col-sm-8\"><div class=\"row\"><div class=\"col-xs-12\">\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<\/div><\/div><\/div><\/div><!--\/block--> <div class=\"row center-xs\"> <div class=\"col-xs-12 col-sm-11 col-md-10\"> <div class=\"row\"> <div class=\"col-xs-12 col-sm-10 col-md-8\"> <h2 id=\"executing-the-welcome-experience\">Executing the Welcome Experience<\/h2> <\/div> <\/div> <\/div> <\/div> <!--block--><div class=\"row center-xs\"><div class=\"col-xs-12 col-sm-8\"><div class=\"row\"><div class=\"col-xs-12\">\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\"><\/div><\/div><\/div><\/div><!--\/block--> <!--block: 50-50 --><div class=\"row center-xs\" ><div class=\"col-xs-12 col-sm-10 col-md-8\"><div class=\"row\"> <div class=\"col-xs-12 col-sm-6\"><!--[col]--><\/span><\/p> <p>Starting with a custom <a href=\"https:\/\/smartpress.com\/offering\/branded-folders\">branded folder<\/a> printed on durable <a href=\"https:\/\/smartpress.com\/support\/stocks-substrates\/coated-paper-stocks-vs-uncoated-paper-stocks\">coated paper stock<\/a> and finished with the velvety-smooth <a href=\"https:\/\/smartpress.com\/support\/specialty-features\/soft-touch-laminate\">Soft Touch laminate<\/a>, the welcome folders were the perfect carrier for other print pieces.<\/p> <p>&nbsp;<\/p> <p>\u201cThe design is sleek and modern &#8211; I couldn\u2019t find another folder that compared,\u201d said Pinder. \u201cIt was my top choice for our welcome kit from the moment I saw it.\u201d<\/p> <!--[\/col]--><\/div> <div class=\"col-xs-12 col-sm-6\"><!--[col]--> <p>Mailed to clients after they sign on with Strategic Wealth Designers, the kit also includes a <a href=\"https:\/\/smartpress.com\/offering\/saddle-stitch-booklet-printing\">welcome booklet<\/a> printed with a classic <a href=\"https:\/\/smartpress.com\/support\/product-resources\/how-to-choose-the-right-book-binding\">saddle stitch binding<\/a> and a <a href=\"https:\/\/smartpress.com\/offering\/brochure-printing\">brochure<\/a> that unfolds to a poster with space for writing down memories and moments.<\/p> <p>&nbsp;<\/p> <p>Pinder said, \u201cStrategically, our welcome kit focused on three things: reinforcing client confidence in us after they onboard, reducing any confusion about our process and helping them organize their financial affairs.\u201d<\/p> <!--[\/col]--><\/div> <\/div><\/div><\/div> <!--\/block--> <!--block--><div class=\"row center-xs\"><div class=\"col-xs-12 col-sm-8\"><div class=\"row\"><div class=\"col-xs-12\">\n<p>&nbsp;<\/p>\n<\/div><\/div><\/div><\/div><!--\/block--> <div class=\"row center-xs\"> <div class=\"col-xs-12 col-sm-11 col-md-8\"> <div class=\"row center-xs\"> <div class=\"col-xs-12 col-sm-10 col-md-6\"> <p><em><strong>Hint:<\/strong><\/em> Have a kit, packet or binder you don\u2019t want to assemble yourself? Smartpress\u2019 <a href=\"https:\/\/smartpress.com\/support\/ordering-shipping\/kitting-services\">kitting and assembly services<\/a> take care of it all for you. We even hang on to your inventory until you need it. <a href=\"https:\/\/smartpress.com\/blog\/printspiration\/how-kitting-services-transformed-cable-bullets-print-process\">See how it came in handy (and then some) for another one of our clients<\/a>.<\/p> <\/div> <\/div> <\/div> <\/div> <!--block--><div class=\"row center-xs\"><div class=\"col-xs-12 col-sm-8\"><div class=\"row\"><div class=\"col-xs-12\">\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<\/div><\/div><\/div><\/div><!--\/block--> <div class=\"row center-xs\"> <div class=\"col-xs-12 col-sm-11 col-md-8\"> <div class=\"row center-xs\"> <div class=\"col-xs-12 col-sm-10 col-md-8\"> <p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"https:\/\/smartpressblog.imgix.net\/wp-content\/uploads\/2026\/02\/SWP-Group-A-0018-1.jpg?auto=format%2Ccompress&ixlib=php-3.3.0&w=900&s=3d2b1c5b443a3d1105cad54fdef43b96\" alt=\"Two hands holding a branded folder with welcome kit booklets and brochures around it.\"   data-recalc-dims=\"1\" \/><\/p> <\/div> <\/div> <\/div> <\/div> <!--block--><div class=\"row center-xs\"><div class=\"col-xs-12 col-sm-8\"><div class=\"row\"><div class=\"col-xs-12\">\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\"><\/div><\/div><\/div><\/div><!--\/block--> <div class=\"row center-xs pullQuote\"> <div class=\"col-xs-12 col-sm-11 col-md-10\"> <div class=\"row center-xs\"> <div class=\"col-xs-12 col-sm-10\"> <\/span><\/p> <p><span style=\"font-weight: 400;\">&#8220;The quality of [our kit] is a subtle reflection on how we will treat their investments.<\/span><span style=\"font-weight: 400;\">&#8220;<\/span><\/p> <\/div> <\/div> <\/div> <\/div> <!--block--><div class=\"row center-xs\"><div class=\"col-xs-12 col-sm-8\"><div class=\"row\"><div class=\"col-xs-12\">\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<\/div><\/div><\/div><\/div><!--\/block--> <div class=\"row center-xs\"> <div class=\"col-xs-12 col-sm-11 col-md-10\"> <div class=\"row\"> <div class=\"col-xs-12 col-sm-10 col-md-8\"> <h2 id=\"results-beyond-conversions\">Results Beyond Conversions<\/h2> <\/div> <\/div> <\/div> <\/div> <!--block--><div class=\"row center-xs\"><div class=\"col-xs-12 col-sm-8\"><div class=\"row\"><div class=\"col-xs-12\">\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\"><\/div><\/div><\/div><\/div><!--\/block--> <!--block: 50-50 --><div class=\"row center-xs\" ><div class=\"col-xs-12 col-sm-10 col-md-8\"><div class=\"row\"> <div class=\"col-xs-12 col-sm-6\"><!--[col]--><\/span><\/p> <p>Because each client welcome packet is mailed, Pinder and team don\u2019t get to see reactions in person. But its influence is seen and felt in other ways.<\/p> <p>&nbsp;<\/p> <p>\u201cIts impact isn\u2019t measured in conversions. Its value is in reinforcing the relationship, helping clients understand the full breadth of services available to them and encouraging them to be even more active participants in their retirement planning,\u201d she said.<\/p> <p>&nbsp;<\/p> <p>\u201cOur new kit showed a level of care and appreciation for our clients and the quality of it reinforced our professionalism &#8211; it\u2019s a subtle reflection on how we will treat their investments,\u201d said Pinder.<\/p> <p>&nbsp;<\/p> <p>The welcome kit has strengthened Strategic Wealth Designers\u2019 belief that onboarding clients with physical, printed marketing collateral is a strategy that works.<\/p> <!--[\/col]--><\/div> <div class=\"col-xs-12 col-sm-6\"><!--[col]--> <p>\u201cIn general, our client demographic has more trust in and prefers print materials. Print slows things down. It gives people space to think, which matters when decisions affect the rest of their lives,\u201d Pinder said. \u201cSince so much is digital, a good print piece actually feels more precious.\u201d<\/p> <p>&nbsp;<\/p> <p>Her advice for successful print marketing? Be intentional.<\/p> <p>&nbsp;<\/p> <p>\u201cKnow the goal, know your audience, and keep their needs front and center. Avoid financial language that sounds impressive but lacks clarity. Try different formats and don\u2019t be afraid to make it feel a little more human.\u201d<\/p> <p>&nbsp;<\/p> <p><em><strong>Hint:<\/strong><\/em> Have a lot of finance marketing materials to manage? Our <a href=\"https:\/\/smartpress.com\/pages\/web-to-print-storefronts\">Marketing on Demand Platform\u2122<\/a> simplifies everything, from customizing print and distributing it to your locations to managing inventory, ordering and fulfillment.<\/p> <!--[\/col]--><\/div> <\/div><\/div><\/div> <!--\/block--><!--block-empty--> <!--graybar--><div class=\"ltGrayBkgd-md\"><\/div><!--\/graybar--> <!--block--><div class=\"row center-xs\"><div class=\"col-xs-12 col-sm-8\"><div class=\"row\"><div class=\"col-xs-12\">\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<\/div><\/div><\/div><\/div><!--\/block--> <div class=\"row center-xs\"> <div class=\"col-xs-12 col-sm-11 col-md-8\"> <div class=\"row center-xs\"> <div class=\"col-xs-12 col-sm-10 col-md-8\"> <p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"https:\/\/smartpressblog.imgix.net\/wp-content\/uploads\/2026\/02\/Untitled-17.jpg?auto=format%2Ccompress&ixlib=php-3.3.0&w=900&s=77d8eaf0605791f9df8e5d984b7e4440\" alt=\"A woman sitting at a table and looking at a materials from a printed welcome packet.\"   data-recalc-dims=\"1\" \/><\/p> <\/div> <\/div> <\/div> <\/div> <!--block--><div class=\"row center-xs\"><div class=\"col-xs-12 col-sm-8\"><div class=\"row\"><div class=\"col-xs-12\">\n<p>&nbsp;<\/p>\n<\/div><\/div><\/div><\/div><!--\/block--> <div class=\"row center-xs\"> <div class=\"col-xs-12 col-sm-11 col-md-8\"> <div class=\"row\"> <div class=\"col-xs-12 col-sm-10 col-md-8\"> <h2>Print Your Own Welcome Packet (&amp; More) with Smartpress<\/h2> <\/div> <\/div> <\/div> <\/div> <!--block--><div class=\"row center-xs\"><div class=\"col-xs-12 col-sm-8\"><div class=\"row\"><div class=\"col-xs-12\">\n<p>&nbsp;<\/p>\n<\/div><\/div><\/div><\/div><!--\/block--> <div class=\"row center-xs\"> <div class=\"col-xs-12 col-sm-11 col-md-8\"> <div class=\"row center-xs\"> <div class=\"col-xs-12 col-sm-10 col-md-8\"> <p>Strategic Wealth Designers\u2019 welcome kit proved that thoughtful print, paired with the right online printing partner, can deepen relationships from day one.<\/p> <p>&nbsp;<\/p> <p>\u201cThere were many things that impressed me about Smartpress but top was the continuous and helpful communication,\u201d said Pinder. \u201cThe team was attentive without being pushy, I received notifications every step of the way, and edits to proofs were done quickly.\u201d<\/p> <p>&nbsp;<\/p> <p>For brands looking to create meaningful, confidence-building experiences, print delivers the returns that matter most.<\/p> <\/div> <\/div> <\/div> <\/div><!--block-empty--><!--\/the_content-->","protected":false},"excerpt":{"rendered":"In a digital-first world, a printed welcome kit makes the strongest first impression. When Strategic Wealth Designers rethought its client onboarding, their curated welcome packet became a significant driver of professionalism and engagement. ","protected":false},"author":8,"featured_media":8862,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"sfsi_plus_gutenberg_text_before_share":"","sfsi_plus_gutenberg_show_text_before_share":"","sfsi_plus_gutenberg_icon_type":"","sfsi_plus_gutenberg_icon_alignemt":"","sfsi_plus_gutenburg_max_per_row":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-8851","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-printspiration"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Why Printing a Welcome Packet is a Smart Investment<\/title>\n<meta name=\"description\" content=\"A printed welcome packet makes the strongest first impression. See why Strategic Wealth Designers kit gives clients that cha-ching feeling.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/smartpress.com\/blog\/printspiration\/why-printing-a-welcome-packet-is-a-smart-investment\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Why Printing a Welcome Packet is a Smart Investment\" \/>\n<meta property=\"og:description\" content=\"A printed welcome packet makes the strongest first impression. 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