Financial Planner Postcards

5×5 24pt Trifecta green velvet fits client document folders beside W-2s and Social Security statements oversized mailers get shredded unopened. Twenty-four-point square survives folder storage and mail sorting green velvet reads calm credible neon gloss undermines fiduciary positioning in wealth contexts. Five-hundred-count covers client list plus CPA referral partner stacks per quarter lead with one seminar date CFP or RIA disclosure line phone readable without magnifier pre-retirees organize financial life on paper once yearly physical wins at decision moment.

Always separate 5×5 green velvet creatives same square grid different offer headlines and RSVP codes only. Seminar variant leads Social Security timing April 9 6 PM with SEM-APR logged at attendance while review card names schedule your 2026 planning check-in January mail with REVIEW-26 logged separately since mixed messages reduce RSVP clarity and complicate compliance review. CPA partner third creative REF-CPA co-branded back only with approval separate from age-segmented pre-retirement mail same green grid different topic bands.

Each quarterly seminar when prior squares filled seats or produced reviews within thirty days not cards left at counter alone partners discard stale seminar dates faster than you expect replenish stacks quarterly. Reorder with swapped seminar topic keep credential block and RSVP placement fixed clients recognize green square across years of workshops. Update compliance disclaimer immediately if ADV changed wrong performance language on five hundred cards triggers compliance rejection and wasted print before seats fill. Many shops start near 500 pieces at 5x5.

Unique registration codes per partner office REF-CPA-Smith REF-CPA-Jones logged at seminar check-in measure attended workshops and scheduled reviews within thirty days not cards remaining at counter. Split client list mail versus CPA stacks versus age-segmented 55 catch-up topics by conversion one retained client six months often covers print for entire five hundred count drop scale partners producing attended seats pause stacks generating RSVPs but no-shows may need different seminar topics partners producing neither lose stack placement next quarter.

Typically yes for client list plus five to ten partner offices per quarter expand after seat-fill rate exceeds benchmark not five hundred mass cold EDDM without referral relationship. Preserve folder 5×5 silhouette clients spot green velvet panel third tax assembly running. Phone RSVP lines outperform QR-only registration for 55+ attendees who distrust unfamiliar mobile forms one seminar date per card dual events split attention and compliance review.

Firm compliance approves seminar copy and disclaimers before press no performance promises without explicit approval CFP RIA BD disclosures match current ADV requirements. Fiduciary credential on front skeptical prospects check before RSVP venue date registration path compliance cares about omit projected returns rankings competitor comparisons unless ADV permits seminar invitations one event or one review CTA per square professional photography or clean typographic front no lottery-winner stock imagery. Many shops start near 500 pieces at 5x5.

Compliance disclaimer zone sized readable 7-8pt on green velvet three seminar takeaways not product pitches pre-retirement milestone back lists catch-up contribution strategies for age band segmented lists. Co-brand footer with partner logo only when approved generic ask your CPA underperforms named partner stacks back reserves RSVP block below date band QR to registration secondary to phone for 55+ segments replenished when partner offices deplete stacks.

We structure 5×5 hierarchy for disclaimer readability verify credential lines proof contrast on green velvet before seminar drop ships and balance white type on dark bands for phone visibility without squinting. Single seminar review or CPA headline not client and age-band CTAs fighting on calm typographic front planner decides in five seconds at tax folder sort. You approve proof before April mail when wrong disclaimer placement or missed venue confirmation wastes CPA relationship built over prior counter stack quarters.