Blog

Notes on finding clients, meeting your clients' kids, and family stories. Guides: how advisors get clients, direct mail for financial advisors, alternatives to the dinner seminar, and meeting your clients' heirs.

September 27, 2026

Someone Has To Tell You You've Won

You can't hire Ben Graham. You can hire someone to tell you you've won.

September 25, 2026

Be well, do good work, and keep in touch

The reason VerbaPost exists is that a person's own story, in their own words, can't be spun up.

September 21, 2026

Why Record Stories?

My Grandma kept a family Bible near the front door of her house. It was an old Bible that I think my cousin still has today. She would put every important document in it and annotate it with special e…

September 21, 2026

Why Letters?

I love getting a letter. I like finding something other than direct mail in my mailbox. I like the feel of the envelope and the design of the stamp. I like the anticipation of opening the letter and f…