1. You Gift
Provide the "VerbaPost Archive" to your high-net-worth clients as part of their estate package.
The 3 Pillars of Generational Wealth Retention
Wealth transfer planning is no longer just about tax efficiency and trusts. In an era where heir attrition threatens to erode the client base of even the most established firms, emotional legacy planning has become the new standard for retention.
1. Establish Trust Before the Funeral
Most advisors meet the heirs for the first time at a funeral—the worst possible moment to start a business relationship. VerbaPost provides a reason to engage the next generation today. When you deliver a physical "Legacy Letter" or audio biography, you aren't just a financial vendor; you are the guardian of their family history.
2. Emotional Assets Outlast Financial Assets
Studies show that generational wealth retention fails not because of poor investment returns, but because of a breakdown in family communication and trust. By facilitating the transfer of values (emotional assets), you solidify your role as the family's trusted counselor.
3. Differentiation in a Commoditized Market
Robo-advisors can rebalance portfolios, but they cannot interview a grandmother about her childhood. Offering legacy preservation services for advisors distinguishes your firm as a holistic wealth manager.
Who Needs VerbaPost?
High-Net-Worth Planning
Perfect for clients with $5M+ estates where emotional legacy matters as much as financial.
Family Offices
Tools for managing multi-generational wealth and transferring family values.
Trust Attorneys
Soften the technical nature of estate transfers with a deeply personal gift.
The Retention Mechanism
2. We Interview
Our empathetic AI calls your client weekly to record stories. No apps or tech skills required for seniors.
3. Heirs Receive
Beneficiaries receive physical letters containing the stories, creating a tangible emotional bond with your firm.
Frequently Asked Questions
Is VerbaPost FINRA compliant?
Yes. We structure the "Client Legacy Package" as a one-time service fee, ensuring it falls within the standard gift limits for most compliance departments.
Do I need to interview the client myself?
No. VerbaPost is a "Done-For-You" service. We handle the scheduling, interviewing, transcription, and mailing. You simply receive the credit.
Can we white-label the service?
Yes. For enterprise partners, letters can be sent with your firm's letterhead and branding. Contact us for white-label details.
Why Wealth Managers Switch to VerbaPost
| Feature | VerbaPost B2B | Standard Gifts | DIY Memoirs |
|---|---|---|---|
| Client Goal | Heir Retention | Short-term Gratitude | One-off Project |
| Senior Accessibility | Phone (Landline OK) | N/A | High Tech Barrier |
| Deliverable | Physical Letter | Wine / Golf / Pen | PDF / Book (Delay) |
| Compliance | FINRA Compliant | Varies | N/A |