StoneBrief produces a premium, branded publication and mails it to every high-net-worth household in your territory, every quarter. You stay hands-off. They remember your name. One firm per market, and some are already taken.
Every quarter, thousands of the highest-net-worth households in your market receive a 12-page publication with your firm's name, your advisor's voice, and editorial that speaks directly to their concerns. Not a narrow list. Full market saturation. Your name becomes the one they recognize when they're finally ready to act.
We will not produce publications for competing firms in the same territory. When you secure your market, the content, the positioning, the audience is exclusively yours. Your competitor cannot buy what you have. That exclusivity is the product.
You don't write. You don't design. You don't coordinate a printer or manage mailing lists. We produce original editorial content under your brand, print on premium stock, and mail directly to your territory. Between issues, you receive monthly campaign reports and digital content for your own outreach. You get the meetings. That's the only part that requires your attention.
Each quarterly issue features original editorial on the financial themes your prospects are thinking about: estate planning, retirement income, tax strategy, market conditions, and the local wealth landscape. Written in principles, not jargon. Designed to teach concepts that create "I should call my advisor" moments.
A personalized letter from your lead advisor. Your branding throughout. Printed on silk-coated stock with professional binding. It arrives looking like something from a firm with a ten-person content department. No one will ever know otherwise.
Tell us your city and practice focus. If the territory is open, it's yours exclusively. We research your firm, your competitive landscape, and the high-net-worth households in your area.
Original editorial in your firm's voice, your branding, your advisor's letter, full compliance framework. A 12-page publication indistinguishable from work produced by a dedicated in-house team.
Printed on premium coated stock, addressed, and mailed to thousands of high-net-worth households in your territory. A new issue arrives every quarter. Between issues, you receive campaign reports and digital content.
One new client covers the entire year. The second one is pure return. By the third quarter, they stop thinking of it as a cost and start thinking of it as infrastructure.
— The StoneBrief thesis
We accept one firm per city. Some markets are already spoken for. Tell us where you practice and we'll let you know if the territory is open. If it is, we'll produce a complimentary sample issue built around your firm so you can see exactly what your prospects would receive.
If your market is available, you'll hear from us within 24 hours with next steps and a complimentary sample.