Hey AdvisorStream
Yotru finds the accounts you want and puts a personalized postcard on the decision-maker's desk.
Hey, Worldsource Wealth Management!
Help Worldsource advisors deliver compliant, automated client content at scale.
See your personalized page
Scan your
personalized offer
advisorstream.com
Hey Worldsource Wealth Management,
See sample advisor posts
Scan for a page built for your account. One-to-one at scale.
Worldsource Wealth Management
Yotru finds ICP accounts, mails personalized postcards they open, and flags who scanned so your team calls warm.
ICP filters or your CRM, built for pipeline.
Named cards with a unique QR that land on the desk.
Know who raised their hand before the next dial.
Use case 1
Restart stalled deals with personalized follow-up that reminds prospects why they were interested in the first place.
Hey Worldsource Wealth Management,
Enable IDC WIN advisors to share timely curated insights with clients automatically.
Scan your unique code
advisorstream.com
Use case 2
Invite or continue conversations around trade shows and webinars with personalized mail that actually gets noticed.
Hey IDC Worldsource Insurance Network (IDC WIN),
A follow-up that lands on the desk after the event buzz fades.
Scan to pick a time that works.
advisorstream.com
Scan your unique offer
See next steps
Want a full report on how this would look for AdvisorStream?
Or book a strategy callSample accounts and messaging ideas, not a final list. Your Campaign Plan refines these for your business.
Worldsource Wealth Management
Advisor network
Help Worldsource advisors deliver compliant, automated client content at scale.
IDC Worldsource Insurance Network (IDC WIN)
Insurance advisors
Enable IDC WIN advisors to share timely curated insights with clients automatically.
Wellington-Altus Private Wealth
Growing wealth firm
Support Wellington-Altus advisors with turnkey digital content and newsletter automation.
Company | Fit analysis | Postcard recipient | Personalized message | Lead score |
|---|---|---|---|---|
| Worldsource Wealth Management | Advisor network | Help Worldsource advisors deliver compliant, automated client content at scale. | 97% | |
| IDC Worldsource Insurance Network (IDC WIN) | Insurance advisors | Enable IDC WIN advisors to share timely curated insights with clients automatically. | 95% | |
| Wellington-Altus Private Wealth | Growing wealth firm | Support Wellington-Altus advisors with turnkey digital content and newsletter automation. | 93% | |
| Harbourfront Wealth Management | Independent advisors | Amplify Harbourfront advisor marketing with compliant publisher content and email campaigns. | 91% | |
| Mandeville Private Client | Boutique wealth firm | Give Mandeville advisors automated, branded content to deepen client relationships. | 89% |
Or mail a list you already have
Recent campaign
27%
Unique QR scan rate: prospects who actually opened the mail and followed through.
Fully managed
Creative, print, postage, and QR tracking. One campaign, handled end to end.
Delivered through trusted postal networks in the US and Canada.
About
36×
more responses than email on personalized postcard campaigns.
Physical mail cuts through inbox noise, and every card carries a unique QR.
When the right accounts get a personal postcard and your team follows up on scans, pipeline grows without more inbox spam.
Overview
Pipeline this month
$15,029
Full-service outbound mail. Everything you need, handled end to end.
Zaki Usman
Co-Founder
What happens next
Standard campaigns start around $0.94 per postcard, including print and postage. Exact pricing depends on list size, format, and personalization. Your free Campaign Plan outlines a sensible first wave for AdvisorStream.
Most campaigns go from kickoff to mail in 2-3 weeks. Rush production is available for larger programs.
No. Upload a CRM export or we can help build a qualified account list from your ICP. Your Campaign Plan shows example accounts we'd start with.
Yes. AdvisorStream signs off on copy, design, and the offer before we print. The mockup on this page is a first concept; we refine it together before production.
Most first waves start at a few hundred postcards, enough to test an account segment with real scan data. Your Campaign Plan recommends a sensible starting size for AdvisorStream.
