Hey Aware Financial
Yotru finds firms worth a premium touch and mails a personal invite they actually notice.
Hey, Covenant Family Wealth Advisors!
Show how Aware Financial complements Covenant's retirement income planning for shared…
Schedule a consultation
Scan your
personalized offer
awarefinancial.ca
Hey Covenant Family Wealth Advisors,
Free 15-min portfolio review
Scan to book a conversation with the team.
Covenant Family Wealth Advisors
Yotru finds firms worth a premium touch, mails a personal invite, and shows who engaged so follow-up feels earned.
Lists built around partners and contacts you want.
Named invitations with a unique QR per recipient.
Scan data becomes your short call list.
Use case 1
Reach prospective clients before filing deadlines when accounting and tax planning services are top of mind.
Hey Covenant Family Wealth Advisors,
Explore collaborating on retirement income strategies for clients nearing retirement at…
Scan your unique code
awarefinancial.ca
Use case 2
Strengthen relationships with lawyers, bankers, and consultants who regularly refer valuable business clients.
Hey McClelland Financial Group,
Keep referral partners thinking of you first.
Scan to reconnect or share a warm intro.
awarefinancial.ca
Scan your unique offer
Stay connected
Want a full report on how this would look for Aware Financial?
Or book a strategy callSample accounts and messaging ideas, not a final list. Your Campaign Plan refines these for your business.
Covenant Family Wealth Advisors
Retirement-focused advisors
Show how Aware Financial complements Covenant's retirement income planning for shared clients.
McClelland Financial Group
Fee-only planners
Explore collaborating on retirement income strategies for clients nearing retirement at McClelland.
Retirement Income Group Inc.
Retirement specialists
Position Aware Financial as a specialist partner for complex retirement income planning cases.
Company | Fit analysis | Postcard recipient | Personalized message | Lead score |
|---|---|---|---|---|
| Covenant Family Wealth Advisors | Retirement-focused advisors | Show how Aware Financial complements Covenant's retirement income planning for shared clients. | 97% | |
| McClelland Financial Group | Fee-only planners | Explore collaborating on retirement income strategies for clients nearing retirement at McClelland. | 95% | |
| Retirement Income Group Inc. | Retirement specialists | Position Aware Financial as a specialist partner for complex retirement income planning cases. | 93% | |
| Buxton Financial | Wealth management firm | Highlight Aware Financial's fee-only retirement income planning to complement Buxton's investing. | 91% | |
| Retirement Concepts Group Inc. | Retiree-focused planners | Introduce Aware Financial's no-minimum retirement income planning for their over-50 client base. | 88% |
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 firms get a personal postcard and your partners follow up on scans, discovery calls and new clients grow without more cold outreach.
Overview
Consultations this month
12
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 Aware Financial.
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. Aware Financial 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 Aware Financial.
