Use case 1
Tax Season
Reach prospective clients before filing deadlines when accounting and tax planning services are top of mind.
Hey Rothenberg Wealth Management
You just proved
postcards work!
Yotru finds firms worth a premium touch and mails a personal invite they actually notice.
Outbound that puts Rothenberg Wealth Management 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 Rothenberg Wealth Management?
Or book a strategy callExample target accounts for Rothenberg Wealth Management
Sample accounts and messaging ideas, not a final list. Your campaign refines these for your business.
Crescent Point Energy Corp.
Calgary corporate professionals
Support Crescent Point employees with tailored retirement and wealth planning.
WestJet Encore Ltd.
Regional airline employees
Offer WestJet Encore staff guidance on investing and long-term financial security.
ATCO Ltd.
Established Calgary workforce
Help ATCO employees optimize retirement savings and estate planning strategies.
Company | Fit analysis | Postcard recipient | Personalized message | Lead score |
|---|---|---|---|---|
| Crescent Point Energy Corp. | Calgary corporate professionals | Support Crescent Point employees with tailored retirement and wealth planning. | 97% | |
| WestJet Encore Ltd. | Regional airline employees | Offer WestJet Encore staff guidance on investing and long-term financial security. | 95% | |
| ATCO Ltd. | Established Calgary workforce | Help ATCO employees optimize retirement savings and estate planning strategies. | 93% | |
| Calgary Surge Basketball Club | Local pro athletes | Provide Calgary Surge players structured wealth plans for life after sport. | 91% | |
| University of Calgary | Faculty and staff investors | Support University of Calgary staff with investment and tax-efficient retirement planning. | 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.
Rothenberg Wealth Management
Overview
Consultations this month
12
Sep 21Sep 28Oct 5Oct 12Today
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.
Rothenberg Wealth Management’s meetings on the calendar.
Zaki Usman
Co-Founder
What happens next
- Ballpark pricing for Rothenberg Wealth Management's first wave
- A shortlist of accounts or segments worth reaching
- Your personalized cards, ready to edit
Questions?
Straight answers for Rothenberg Wealth Management
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. Rothenberg 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. A first wave of a few hundred is a sensible start for Rothenberg Wealth Management.