Nobody wants to be the friend who sells to friends

The people most likely to trust you, and the ones you least want to sell to.

Where VerbaPost fitsMail them an invitation instead of making the call. The ones who are interested say yes, and you follow up with them.

Happy clients telling their friends. Asking for referrals is awkward, and most clients never think to do it anyway.

Where VerbaPost fitsGive your client's family a letter with their story in it and your name on the envelope. Your clients will show the letters to other family members.

CPAs, attorneys, and insurance agents who send each other clients. It takes a lot of lunches.

Where VerbaPost fitsGive them something they'd actually hand to a client. A free family story letter is easier to pass along than your brochure.

Too often an advisor meets the kids for the first time after the parent is gone. By then they have their own advisor.

Where VerbaPost fitsThat's why we built the client legacy archive. We record your client's story and mail it to their kids with your name on it. The kids know who you are before they need to. Better yet, bring a binder full of family stories when you meet the kids, and start the legacy conversation from there. More in meeting your clients' heirs.

A church, an alumni group, a veterans' post, a profession.

Where VerbaPost fitsOffer the whole group a chance to record their stories. That goes over a lot better than a sales talk.

Hospice, home care, senior living, and funeral homes see these families first.

Where VerbaPost fitsA parent can record their story by phone, even if they can't write anymore. I started too late to get my grandmother's and my dad's stories.

Invite a room full of retirees to a steak dinner and give a talk. You pay for the room and the food either way, and some people just come for the steak.

Where VerbaPost fits25 invitations cost $500. There's no room to rent and no food to buy. Your old seminar guest lists are a good place to start. More in alternatives to the dinner seminar.

You teach, people learn something, and most of them go home and you never hear from them again.

Where VerbaPost fitsSend the people who came, and the ones who didn't, an invitation afterward. It gives you a reason to get back in touch.

Everybody looks you up before they call.

Where VerbaPost fitsYou get your own page with your name and firm on it. Your invitations point there.

They work as long as you keep writing them.

Where VerbaPost fitsYou don't have to write this one. Your prospect tells the story and we do the rest. Compare with Snappy Kraken and FMG.

People get to know your voice before they meet you.

Where VerbaPost fitsThis goes the other way. You read part of their story before you ever call them.

Your post is gone from the feed by tomorrow.

Where VerbaPost fitsSome people keep letters in a shoebox for years. Nobody does that with a post.

Let's Make a Plan, NAPFA, XY Planning Network, bar referral services. The people searching are ready to hire someone, and you're one name on a list.

Where VerbaPost fitsYou pick who gets your invitation, and your name is the only one on it.

You buy prospects or booked meetings. Sometimes the same person gets sold to three firms.

Where VerbaPost fitsWe don't sell leads. It's your own list, and it's $20 an invitation. Compare with SmartAsset and FINNY.

Easy to track. They get expensive fast.

Where VerbaPost fitsPeople scroll right past ads. A letter from your mother gets read.

Most of it goes straight in the trash. I like finding something besides junk mail in my mailbox. Everybody does.

Where VerbaPost fitsOurs is still a mailer, but it offers something free for their family. People open that one. More in direct mail for financial advisors.

Nobody picks up an unknown number anymore.

Where VerbaPost fitsWe only call people who asked us to. They give written consent first, and we check the Do Not Call list right before we dial. When you call them later, they know who you are.

Easy to send, and just as easy to ignore.

Where VerbaPost fitsEverybody's inbox is full of those. A real letter is a lot rarer.

The clients all come at once, and none of them know you.

Where VerbaPost fitsOffer each family a story letter for their kids, with your name on it. It's a nice way to introduce yourself.