Hey MRG Wealth Management
Yotru finds firms worth a premium touch and mails a personal invite they actually notice.
Hey, Felesky Flynn LLP!
Support your clients with coordinated wealth planning alongside Felesky Flynn LLP…
Schedule a consultation
Scan your
personalized offer
mrgwealth.com
Hey Felesky Flynn LLP,
Free portfolio second opinion
Scan to book a conversation with the team.
Felesky Flynn LLP
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 Felesky Flynn LLP,
Integrate wealth management with MacMillan Estate Planning Corp.
Scan your unique code
mrgwealth.com
Use case 2
Strengthen relationships with lawyers, bankers, and consultants who regularly refer valuable business clients.
Hey MacMillan Estate Planning Corp.,
Keep referral partners thinking of you first.
Scan to reconnect or share a warm intro.
mrgwealth.com
Scan your unique offer
Stay connected
Want a full report on how this would look for MRG Wealth Management?
Or book a strategy callSample accounts and messaging ideas, not a final list. Your Campaign Plan refines these for your business.
Felesky Flynn LLP
Tax-focused law firm
Support your clients with coordinated wealth planning alongside Felesky Flynn LLP services.
MacMillan Estate Planning Corp.
Estate planning advisory
Integrate wealth management with MacMillan Estate Planning Corp. strategies for your affluent clients.
CL Advisors Ltd.
Independent advisory firm
Enhance client outcomes by collaborating with CL Advisors Ltd. on holistic wealth plans.
Company | Fit analysis | Postcard recipient | Personalized message | Lead score |
|---|---|---|---|---|
| Felesky Flynn LLP | Tax-focused law firm | Support your clients with coordinated wealth planning alongside Felesky Flynn LLP services. | 97% | |
| MacMillan Estate Planning Corp. | Estate planning advisory | Integrate wealth management with MacMillan Estate Planning Corp. strategies for your affluent clients. | 95% | |
| CL Advisors Ltd. | Independent advisory firm | Enhance client outcomes by collaborating with CL Advisors Ltd. on holistic wealth plans. | 93% | |
| Hawkins Wealth Management | Boutique wealth firm | Partner with Hawkins Wealth Management to deliver personal CFO-style planning for key clients. | 91% | |
| Conrad Investment Management | Local investment manager | Align Conrad Investment Management portfolios with comprehensive wealth roadmaps for shared clients. | 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 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 MRG Wealth Management.
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. MRG Wealth Management 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 MRG Wealth Management.
