Hey Cardinal Point Wealth
Yotru finds firms worth a premium touch and mails a personal invite they actually notice.
Hey, Canadian Expats!
Show Canadian Expats members tailored U.S.-Canada cross-border wealth planning with…
Schedule a consultationScan your
personalized offer
cardinalpointwealth.com
Hey Canadian Expats,
Free 15-minute tax consult
Scan to book a conversation with the team.
Canadian Expats
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 Canadian Expats,
Highlight Cardinal Point's cross-border RIA expertise to BankerAdvisor's advisory…
Scan your unique code
cardinalpointwealth.com
Use case 2
Strengthen relationships with lawyers, bankers, and consultants who regularly refer valuable business clients.
Hey BankerAdvisor,
Keep referral partners thinking of you first.
Scan to reconnect or share a warm intro.
cardinalpointwealth.com
Scan your unique offer
Stay connected
Want a full report on how this would look for Cardinal Point Wealth?
Or book a strategy callSample accounts and messaging ideas, not a final list. Your Campaign Plan refines these for your business.
Canadian Expats
Cross-border partner
Show Canadian Expats members tailored U.S.-Canada cross-border wealth planning with Cardinal Point.
BankerAdvisor
RIA-focused platform
Highlight Cardinal Point's cross-border RIA expertise to BankerAdvisor's advisory audience.
TheBestCalgary.com
Local listings site
Feature Cardinal Point's cross-border wealth services to Calgary professionals seeking advisors.
Company | Fit analysis | Postcard recipient | Personalized message | Lead score |
|---|---|---|---|---|
| Canadian Expats | Cross-border partner | Show Canadian Expats members tailored U.S.-Canada cross-border wealth planning with Cardinal Point. | 97% | |
| BankerAdvisor | RIA-focused platform | Highlight Cardinal Point's cross-border RIA expertise to BankerAdvisor's advisory audience. | 95% | |
| TheBestCalgary.com | Local listings site | Feature Cardinal Point's cross-border wealth services to Calgary professionals seeking advisors. | 93% | |
| CanadianExpats.com | Expat community hub | Promote Cardinal Point's cross-border planning solutions to Canadian expats audience. | 90% | |
| Private Equity International | Investor media platform | Position Cardinal Point as cross-border wealth specialist for PE professionals and executives. | 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 Cardinal Point Wealth.
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. Cardinal Point Wealth 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 Cardinal Point Wealth.
