Hey Rothenberg Wealth Management
Yotru finds firms worth a premium touch and mails a personal invite they actually notice.
Hey, Crescent Point Energy Corp.!
Support Crescent Point employees with tailored retirement and wealth planning.
Schedule a consultationScan your
personalized offer
rothenberg.ca
Hey Crescent Point Energy Corp.,
Free 15-minute portfolio review
Scan to book a conversation with the team.
Crescent Point Energy Corp.
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 Crescent Point Energy Corp.,
Offer WestJet Encore staff guidance on investing and long-term financial security.
Scan your unique code
rothenberg.ca
Use case 2
Strengthen relationships with lawyers, bankers, and consultants who regularly refer valuable business clients.
Hey WestJet Encore Ltd.,
Keep referral partners thinking of you first.
Scan to reconnect or share a warm intro.
rothenberg.ca
Scan your unique offer
Stay connected
Want a full report on how this would look for Rothenberg Wealth Management?
Or book a strategy callSample accounts and messaging ideas, not a final list. Your Campaign Plan 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
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 Rothenberg 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. 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. Your Campaign Plan recommends a sensible starting size for Rothenberg Wealth Management.
