Penmind for advisors
Don't prune.
Tend.
Letters in your own handwriting and voice, written in real ink. Every client on your book hears from you.
The problem
When a book gets full, someone gets less of you.
Small clients wait for the letter you meant to write. Penmind gives you the time back and keeps your name on the envelope.
How it works
One process, start to finish.
This is how the pilot will run. No client has been through it yet, and you see every step.
I learn your hand and your voice
A short handwriting form, done once, plus a few past notes so the letters sound like you.
Thirty minutes each week
A short call or voice memo about life events: a birth, a retirement, a move, an anniversary.
A draft in your voice
I draft each letter from that conversation, in the words you would use.
You read every letter
Nothing is written in ink until you approve it. Change a word, or send it back.
Real ink, real paper
A pen plotter writes it in your handwriting, in real ink on real paper.
Scanned and mailed
Each letter is scanned for your records and added to a send log, then addressed and stamped.
What the pilot includes
From the first call to the mailbox.
During the pilot
- A weekly 30-minute check-in
- Letters in your handwriting and voice
- Paper, envelopes and postage
What your firm can review
- A scan of every letter and a send log
- Your firm reviews the process before the first letter goes out
- Your firm decides how the letters fit its own supervision and recordkeeping rules
Proof
The pen is real.
Every page is drawn stroke by stroke with a pen on paper. Watch the plotter write in a real person's hand.
Start a pilot
A 60-day pilot for a few advisors.
I fit it to your firm and quote it to you directly. There is no public price list.
Email about the pilot andrew@promptaisolutions.com