Hey Flight Plan Financial
Yotru finds firms worth a premium touch and mails a personal invite they actually notice.
Hey, Taurus Wealth Management!
Support Taurus Wealth clients with specialized retirement income and longevity planning.
Schedule a consultation
Scan your
personalized offer
myflightplan.ca
Hey Taurus Wealth Management,
Free 15-minute financial review
Scan to book a conversation with the team.
Taurus Wealth Management
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 Taurus Wealth Management,
Enhance Capstone Asset client experience with holistic retirement and cash flow…
Scan your unique code
myflightplan.ca
Use case 2
Strengthen relationships with lawyers, bankers, and consultants who regularly refer valuable business clients.
Hey Capstone Asset Management,
Keep referral partners thinking of you first.
Scan to reconnect or share a warm intro.
myflightplan.ca
Scan your unique offer
Stay connected
Want a full report on how this would look for Flight Plan Financial?
Or book a strategy callSample accounts and messaging ideas, not a final list. Your Campaign Plan refines these for your business.
Taurus Wealth Management
Retirement planning partner
Support Taurus Wealth clients with specialized retirement income and longevity planning.
Capstone Asset Management
Investment advisory ally
Enhance Capstone Asset client experience with holistic retirement and cash flow planning.
Calgary Financial Planning Society
Planner network partner
Offer Flight Plan Financial resources to society members focused on retirement planning.
Company | Fit analysis | Postcard recipient | Personalized message | Lead score |
|---|---|---|---|---|
| Taurus Wealth Management | Retirement planning partner | Support Taurus Wealth clients with specialized retirement income and longevity planning. | 97% | |
| Capstone Asset Management | Investment advisory ally | Enhance Capstone Asset client experience with holistic retirement and cash flow planning. | 95% | |
| Calgary Financial Planning Society | Planner network partner | Offer Flight Plan Financial resources to society members focused on retirement planning. | 93% | |
| McLean & Partners Wealth Management | High-net-worth planner | Collaborate on bespoke retirement income strategies for McLean & Partners clientele. | 91% | |
| Kensington Financial Group | Local advisory firm | Extend Kensington Financial offerings with structured retirement and estate planning support. | 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 Flight Plan 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. Flight Plan 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 Flight Plan Financial.
