Why LetterFi
The advisors who win
are the ones who care.
Your clients have options. Lots of them. The firms that retain and grow aren’t just better at investing — they’re better at making people feel valued.
Built for financial professionals
The ROI of a
personal touch.
In an industry where trust is everything, the firms that win are the ones that make clients feel valued — not just managed. Here’s how LetterFi works for each segment.
Turn a $3 letter into a $30,000 referral.
Birthday cards that actually arrive on birthdays. Market update notes that feel personal, not mass-produced. Quarterly check-ins that remind clients why they chose you. The advisors using LetterFi report 3x more unsolicited referrals within the first year.
Give your agents a retention tool that actually works.
Policy anniversary notes, claims follow-ups, seasonal greetings — all written in your agent's handwriting, sent automatically. Help your downline build the kind of relationships that prevent lapses and drive cross-sells.
In a sea of sameness, be the one they remember.
Your prospects are getting pitched by everyone. A handwritten note after a seminar, a thank-you after a meeting, a congratulations on retirement — these are the moments that tip the decision in your favor.
Don’t take our word for it
Advisors who send letters
keep more clients.
“I sent 200 birthday cards last year through LetterFi. I got 14 referrals directly from those cards. That's a 7% conversion rate on a $3 investment. Nothing else in my marketing budget comes close.”
“My clients call me to thank me for the letters. That never happened with email newsletters. One client told me she keeps every card I've sent on her refrigerator. You can't buy that kind of loyalty.”
“We rolled LetterFi out to 85 agents last quarter. Lapse rates dropped 28% in the first 90 days. The ROI was obvious within the first month.”
Your next client is waiting
to hear from you.
No contracts. No minimums. No setup fees. Just real letters that make real impressions.