The Letter That Opens Doors to New Assets
Fewer than 5% of financial advisors use postal mail for prospecting. That means a wax-sealed letter from your practice arrives in a blue ocean: no competition, maximum impact.
Start Your Advisory CampaignThe Blue Ocean Opportunity
Every financial advisor in your market is competing on the same digital channels: LinkedIn, email newsletters, Facebook ads, and Google search. The cost per acquisition through these channels continues to rise while response rates decline.
Meanwhile, fewer than 5% of advisors use postal mail, and virtually none use premium sealed correspondence. A wax-sealed letter from your practice lands on a prospect's desk with zero competition. The response rate for financial advisor direct mail averages 9%, compared to less than 1% for email campaigns.
Use Cases for Financial Advisors
Seminar Invitations
Retirement planning dinners and educational workshops live or die on attendance. A sealed invitation to a pre-qualified list of high-net-worth prospects fills seats at a fraction of the cost of digital advertising, and attracts a higher caliber of attendee.
Prospect Outreach
Introduce your practice to new prospects with a sealed letter that feels like a personal invitation rather than a sales pitch. Target new homeowners, pre-retirees, or business owners in your market with correspondence that demands to be read.
Quarterly Review Invitations
Keep existing clients engaged with sealed invitations to their quarterly portfolio review. The premium format reinforces the value of your relationship and reduces the likelihood of clients skipping reviews.
Referral Thank-Yous
When a client refers a friend or colleague, a sealed thank-you letter acknowledges the referral with appropriate gravity. It costs $8 and can protect, or generate, six figures in assets under management.
The Advisory Advantage
Grow Your Practice
Reach high-net-worth prospects where no one else is looking. Starting at $8 per letter.
Commission Your Letters