At McCarthy & King Marketing, we specialize in financial advisor direct mail solutions designed to generate high-quality leads and drive measurable results.

Our financial marketing strategies are tailored to meet the unique needs of financial professionals, including:

• Wealth management marketing

• Investment marketing

• Retirement planning promotions

• Tax advisory services

• Mortgage and loan offerings

Let’s Fill Your Pipeline with ‘Right-Fit’ Leads

In financial services, success is built on trust—and that starts with getting in front of the right people. Our direct mail solutions help you attract qualified, high-intent leads who are more likely to engage, book a consultation, and become long-term clients.

It Starts with Building the Right List

Your mailing list is the single most important element of a successful direct mail campaign. Reaching the wrong audience is a waste of time and money—so we focus on helping you target only your best prospects.

We specialize in data-driven list development for financial professionals. That includes applying filters such as:

• Age ranges (e.g., pre-retirees or retirees)

• Income level and net worth

• Homeownership status

• Investible assets

• Geographic proximity

• Occupation or professional affiliation

• Life-stage indicators (e.g., recent retirees, new homeowners, business owners, etc.)

• In-Market activity (finding people who are actively researching your topic)
• Also B2B lists for financial professionals with a business clientele

Not sure what works best? We can test your assumptions using A/B split campaigns to identify the list characteristics that drive response.

How We Work With Financial Advisors

Our process is consultative and collaborative. Whether you’re just getting started or optimizing a mature practice, we help guide you through each step of the campaign:

Strategy

We start with a strategy session to understand your goals, define your ideal client, and match that to the right marketing approach.

List Research

We source and refine your mailing list using precision targeting, based on real-world filters and proven criteria for financial service audiences.

CTA / Offer Strategy

What makes someone respond? We’ll help craft a compelling offer—whether it’s a free consultation, guide, or event—that motivates action.

Mailer Creative

From concept to copywriting to design, we create professional, trust-building mail pieces that reflect your brand and resonate with your audience.

Personalization Planning

We go beyond “Dear John.” We explore ways to personalize your message based on audience segments, investment interests, or even life stage.

Landing Page Sequence

Direct mail works even better when paired with digital. We help you build landing pages that reinforce your offer and capture leads.

Testing Strategy

Test different messages, formats, or list segments to maximize response. We help you design smart, efficient A/B tests that deliver insights fast.

Print / Mail Supervision

We manage production and mailing from start to finish—ensuring accuracy, timing, and quality every step of the way.

Online Enhancement

We can expand your direct mail exposure to include online ads and social media to provide a multi-touch campaign.

Post-Mail Analysis & Adjustment

After the campaign, we review results with you, assess performance, and plan your next steps to improve ROI.

Looking for Digital Marketing services too?

While we already incorporate some digital elements in our direct mail campaigns, we can also develop digital-only strategies for your business.  They can include website development, traditional and local SEO, search ad (PPC) campaigns, social media and digital ad campaigns, and email marketing.  Click here to learn more.

Book a FREE Strategy Session

If it looks like we can help you, let’s schedule a Strategy Session where we can walk you through our process and pricing. Click here to schedule a call (or Zoom meeting). Or call 508-473-8643 (M-F/9-5/Eastern).