Type a name
A client, a quiet prospect, the referral you never followed up with. Add their address and a short note, then submit.
Built for advisors who grow by introduction.
Send a book. Get the meeting.
Type a name in your portal. We print your bookmark, tuck it into a hardcover copy of The Conversation Before Our Conversation, and mail it. Four days after it lands, you call.
Doug Hollis
Hollis Financial Planning
Westerville, Ohio
(555) 014-2290
Scan to book a call
Sample bookmark. Yours rides inside every copy.
What you do
One send takes you about a minute.
You do two things. Everything in between is ours: printing, packing, postage and tracking.
Make the call
Four days after the book lands, you call. They already know your name and how you think, and the scripts are waiting in your portal.
What happens
Here's what one send sets in motion.
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We do this
We personalize and mail it
Your bookmark and your note go inside a hardcover, and it ships to their door with tracking in your portal.
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They do this
They read it
About a hundred pages on how money actually moves through a household. No products and no pitch.
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You do this
You talk
The call starts warm. They've marked pages and brought questions, and you're the person who sent the book.
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The result
A real person in your CRM
Someone who knows how you think and asked to keep talking.
"Who else needs to read this? Can I use your name?"
Ask every reader the nomination question. That's the flywheel: each book you send hands you the next name to type.
What happens every month
Five sends a month. Then it compounds.
An illustration of how introductions compound, not a projection or a promise of results.
Most advisors couldn't handle that much business.
If every client brought you one client a year, your practice would outgrow your calendar. The program is built so every book you send can bring you the next name.
- Hardcovers for your office
- Five personalized sends every month
- Your bookmark in every copy
- Call scripts and the Send Playbook
- Extra sends whenever you need them
The cost of waiting
What would 60 quality introductions be worth to your practice?
And what does another year without them cost you?
What you get
Everything you need to start sending.
One setup, then a membership that keeps the books moving.
When you join
Setup
- Your custom bookmark, with a QR code to your booking link
- 25 hardcovers shipped to your office
- Portal access and onboarding
- The Send Playbook, the gift one-pager and call scripts
- Your first month of sends
Every month
Membership
- Five personalized sends, printed, packed and mailed for you
- Tracking for every send in your portal
- No term. Cancel anytime
Whenever you want
Extras
- Ten more sends for $249, members only
- Books by the box at $20 each, fifty minimum
Pricing
Thirty advisors went first. You can still be next.
The founding seats are gone, but the program isn't closed. The price climbs as it fills, and this is where it stands today.
Seats 31–50 Open now
One-time setup + $149 a month, five sends included
$1,999
$1,499
- Seats 1–30 · $999 30/30 taken
- Seats 31–50 · $1,499 0/20 taken
- Seat 51 on · $1,999 Later
$1,499 for the next 20 advisors
Only 20 left
Your first $149 is charged a month after setup, because setup includes your first month of sends.
Every introduction
starts with one name.
Join the program, send us your bookmark details, and your first sends go out as soon as your bookmark is printed.
Join the program