Use case 1
Tax Season
Reach prospective clients before filing deadlines when accounting and tax planning services are top of mind.
Hey Legacy Wealth Advisory Group
You just proved
postcards work!
Yotru finds firms worth a premium touch and mails a personal invite they actually notice.
Outbound that puts Legacy Wealth Advisory Group in high-trust conversations.
Yotru finds firms worth a premium touch, mails a personal invite, and shows who engaged so follow-up feels earned.
Find the right firms
Lists built around partners and contacts you want.
Stand out in the mail
Named invitations with a unique QR per recipient.
Meet who showed interest
Scan data becomes your short call list.
Ways you could use postcards
Use case 2
Referral Partners
Strengthen relationships with lawyers, bankers, and consultants who regularly refer valuable business clients.
Want to see how this would look for Legacy Wealth Advisory Group?
Or book a strategy callExample target accounts for Legacy Wealth Advisory Group - TD Wealth Private Investment Advice
Sample accounts and messaging ideas, not a final list. Your campaign refines these for your business.
McLeod Law LLP
Established Calgary law firm
Help McLeod Law LLP partners structure and grow long-term personal investment portfolios.
Avison Young Calgary
Commercial real estate advisors
Support Avison Young Calgary principals with tailored private investment and retirement strategies.
Hexagon ABLM Inc.
Local engineering firm owners
Guide Hexagon ABLM Inc. owners on diversifying business proceeds into managed portfolios.
Company | Fit analysis | Postcard recipient | Personalized message | Lead score |
|---|---|---|---|---|
| McLeod Law LLP | Established Calgary law firm | Help McLeod Law LLP partners structure and grow long-term personal investment portfolios. | 97% | |
| Avison Young Calgary | Commercial real estate advisors | Support Avison Young Calgary principals with tailored private investment and retirement strategies. | 95% | |
| Hexagon ABLM Inc. | Local engineering firm owners | Guide Hexagon ABLM Inc. owners on diversifying business proceeds into managed portfolios. | 93% | |
| Stevenson Scheffel Chartered Professional Accountants | CPA firm advising entrepreneurs | Partner with Stevenson Scheffel CPAs to offer clients coordinated wealth management plans. | 91% | |
| Jasper Constructors Ltd. | Regional construction company | Assist Jasper Constructors executives with tax-efficient investment strategies for surplus capital. | 89% |
Or mail a list you already have
Recent campaign
12%
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, Canada, and the Netherlands.
36×
more responses than email on average, across personalized campaigns.
Physical mail cuts through inbox noise, and every card carries a unique QR.
See who's interested before you call.
Scans turn into consultations.
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
Sep 24Oct 1Oct 8Oct 15Today
Personalized postcards
Full-service outbound mail. Everything you need, handled end to end.
- Target research
- Upload your creative
- Variable printing
- Canada Post mailing
- QR tracking
Credibility in the mail.
Legacy Wealth Advisory Group’s meetings on the calendar.
Zaki Usman
Co-Founder
What happens next
- Ballpark pricing for Legacy Wealth Advisory Group's first wave
- A shortlist of accounts or segments worth reaching
- Your personalized cards, ready to edit
Questions?
Straight answers for Legacy Wealth Advisory Group
Standard is $1.60 per postcard at 2,500 cards, the campaign size we recommend. Minimum order is 100 postcards. Print and postage included. See the pricing page for other volumes.
Within 2-3 days of your order, your cards are printed and in the post. Delivery after that follows the postal service's own timing.
No. Upload a CRM export or we can help build a qualified account list from your ICP. The examples on this page show accounts we'd start with.
Yes. Legacy Wealth Advisory Group 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. A first wave of a few hundred is a sensible start for Legacy Wealth Advisory Group.