For Some Advisors, It’s All About Snail Mail


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Though newsletters, podcasts and dedicated blog posts have long been king, Taylor Schulte, CFP at Define Financial, says the pandemic has forced his company to be more open and direct with clients. This requires more proactive emails just to them, as well as using good onld snail mail to engage them.

Schulte and Define are not alone in this strategy. Snail mail has become a tool for businesses to better engage their remote workers in 2020 and 2021, according to this Forbes piece . A Postal Service survey published by the New York Times from the summer of 2020 showed that mail and stamp sales were up across the board and that 1 in 6 people was relying on snail mail to communicate with others. (The mail, of course, is also what helped Joe Biden when the 2020 presidential election.)

Direct mail is also harder to ignore than emails, where messages are easy to overlook or delete with junk. Data shows that 42% of people still scan or sort through physical mail.

If you’re not already engaging clients through the good old mail, now might be the time to start.

Watch the full “Talking Advisor Disruption Over Coffee” Panel here.