Founding firm pricing: 25 firms, reserve by December 11. See pricing
For financial advisors · Holiday 2026

The holiday gift your clients' families will keep.

Give each client family a year of Sunday story calls in your firm's name. Their kids hear a new episode every Monday, with a note that it came from you.

Experience the gift → Hear a sample episode
  • We never see your client list
  • Built to pass your compliance review
  • Families own every recording
A man in his late seventies smiling on the phone on his front porch in autumn
Monday, 7:02 amNew story from Dad. A gift from Hartwell Wealth.
Hear what you're giving

This lands for your clients' families every Monday.

Six minutes on the phone on Sunday becomes a story like this one. Every episode says it came from your firm.

Illustrative sample. Real episodes use the family's own voice.

Episode07

The lake house, summer of '68

New story from Mom · 1 min 20 sec
0:00 / 1:20

A gift from Hartwell Wealth

"He'd hold one hand out to help each of us into the canoe. Every single time."From the episode transcript

Your clients are passing more than money. Help them pass the stories too.

The heirs are who you keep or lose. This is the one gift that reaches them every week, all year, with your name on it.

Why it works for advisors

A gift that keeps showing up.

52

Weekly touchpoints

Fifty-two Monday episodes that each say they came from your firm. Most gifts get one thank-you note.

2+

Reaches the next generation

Adult children join the family list to listen and ask questions. They meet your firm through something they love.

0

Work for your team

No addresses, no shipping, no client data. You send links from the channels your firm already archives.

Their call, their pick

Every family picks who calls.

Some people open up to a woman's voice, some to a man's. When a family opens your gift, they choose June or Henry. That's who calls every Sunday, all year.

June

Warm and unhurried. Loves the small details.

Tap to hear June say hello · 0:19

Henry

Easygoing and curious. Great with a long story.

Tap to hear Henry say hello · 0:18

The holiday offer stack

Everything in a founding firm order.

01

A gift in your firm's name

Each family gets a text or email gift that opens as a digital envelope, with your firm name and your note on the card.

Core
02

52 Sundays per family

Up to 52 Sunday calls of about 6 minutes each, Each family picks June or Henry as their interviewer.

Core
03

Monday episodes for the whole family

Each episode reaches everyone on the family list as "New story from Mom. A gift from Hartwell Wealth." Anyone on the list can send a question for an upcoming call.

Core
04

Year-end recap episode

The best moments of the year in one keepsake episode, with a reminder of who gave it.

Included
05

Paste-ready send templates

Text and email copy written for your firm's approved, archived channels. Personalize the name and send.

Included
06

Compliance pack for your CCO

A one-page overview of data flow, consent, AI disclosure, and recording ownership, ready to file with your gift log.

Included
07

Counts-only monthly report

Gifts opened, calls completed, episodes delivered. Totals only. Never names, never content.

Included
How the gift reaches clients

Your client list never leaves your hands.

You get gift links. You send them. Families opt themselves in.

You order a quantity

Tell us how many families. No names, no numbers, no spreadsheet.

We deliver unique links

By December 15: one link per family, plus your send templates.

You send from your channels

Use the text or email tools your firm already supervises and archives.

Families say yes

The recipient opens the gift, agrees to the calls, and picks a Sunday time. Only then do we call.

Founding firm pricing

Reserve now, send in December.

$129
$99per family, per year

Founding price for the first 25 firms. Reserve by December 11.

TodayReserve and pay for the gifts you want
Dec 15Gift links and send templates in your inbox
Jan 3First Sunday calls

Reserve the gifts you want.

Choose how many client families to gift and pay today. Send the links whenever you're ready this holiday. Full refund on any gift you haven't sent.

Experience it yourself

Open the gift your clients will open.

Get the same text your clients get, open the gift in your firm's name, and take a short call from June or Henry. Minutes later, your own story arrives as an episode.

  • About 5 minutes, start to finish
  • No sales call, ever
  • Your number is used only for this demo
Advisor questions

What your CCO will ask.

Does the $300 gift limit apply?

FINRA Rule 3220's $300 limit covers gifts to people who work for other firms, in connection with their business, not gifts to your retail clients. Your firm's own gift and entertainment policy still applies, so log it the way your CCO asks. See FINRA Rule 3220.

Do you need our client data?

No. You order a quantity and receive unique links. We never receive names, numbers, or account information from you. Families provide their own details when they open the gift.

How should we send the links?

Use the text and email tools your firm already supervises and archives. Regulators have fined firms heavily for business messages sent on unapproved channels, so our templates are written for your approved ones.

What do we see after sending?

A monthly counts-only report: gifts opened, calls completed, episodes delivered. Never names, recordings, or transcripts. The stories belong to the family.

Is the caller disclosed as AI?

Yes, at the start of every call. We only call people who opened the gift and agreed to the calls.

What about clients facing illness or loss?

Any family can pause, skip, or end calls anytime. Interviewers avoid financial topics and steer gently away from distress. You choose which families receive a gift.

What if we change our minds?

Any gift you haven't sent is fully refundable. Just reply to your order email.

52 Sundays

The gift they open in December and hear from you all year.

Experience the gift →

Reserve your gifts

$99 per family at founding pricing. Links arrive by December 15.

Secure checkout by Stripe. Full refund on any gift you haven't sent.