Nothing about markets
No performance, recommendations or testimonials. The letter is about the season, the town and the people you serve.
For financial advisors
Client mail your compliance team can approve
Clients remember the advisor who sends a handwritten-feeling letter about their town, a card worth framing and a list of things to do this month. Fridge Bait keeps every letter personal and gives you and your compliance team a review window before anything prints.
Signature: $749 a month for 100 homes. $7.49 a home, postage included.
A review window built in
Your letter is ready on the 18th. You and your principal or CCO approve it by the 20th, and a print-ready copy is yours for your records.
Introductions at the right moment
Clients talk about their advisor when a friend inherits money or retires. Your card is already on their fridge.
Every month
Five things in every envelope
- The letterOne page in your voice
- The postcard5x7 art worth framing
- The stickerDie-cut, waterproof vinyl
- The bucket listThree house jobs, three things to do
- Your cardThe only piece with your name
The math
What one new household is worth
$8,988 a year for your plan
$7,500 from one household
Pays for itself at 1.2 households a year
Your part
About five minutes a month
- 15
Voice memo
Two minutes on your month and one local tip.
- 18
Letter drafted
We turn it into one page in your voice.
- 20
You approve
Say yes, add new clients, drop anyone who moved.
- 25
Printed and stamped
Real stamps, First-Class, every envelope.
- 5
On the fridge
Kits land the first week of the month.
Questions advisors ask first
Does FINRA treat this as a retail communication?
Mail to more than 25 retail investors in 30 days generally counts as a retail communication under FINRA Rule 2210, which needs principal approval before use. The approval step on the 20th gives your principal that window.
What about RIAs?
Your CCO sees the same proof. Letters avoid performance, testimonials and solicitations, so most firms treat them as ordinary client correspondence. Your firm's policy decides.
Can we keep records?
Yes. Your approved letter stays in your client book, and we send a print-ready copy for your books and records on request.
A sample kit, in your mailbox
We'll mail you a real January kit and set up a 15-minute call. Ten founding spots skip the $299 setup.