Online Marketing

Direct Mail for Financial Advisors

Financial advisors have continually turned to direct mail to reach high net worth prospects and acquire new clients. In a field like financial services, you need to focus on people who fit your target profile or else you waste a lot of money on qualified prospects.

For general advisors, direct mail allows you to reach financially qualified prospects using publicly available household data for net worth, investable assets, home value, income and more.

For niche-focused advisors, direct mail can help you reach your target niche group – whether they are lawyers, doctors, teachers, veterans, small businesses, retirees, young professionals and others.

Lead Generation & Lead Nurturing

We help financial advisors use direct mail to generate qualified leads as part of a relationship building process.

Like it or not, most financial advisor leads cannot be closed with a single follow-up phone call.

It might happen every once in a while, but for the most part, these leads will require some patience and an ongoing lead nurturing program.

We combine our direct mail lead generation program with follow-up lead qualification phone calls and lead nurturing drip emails and retargeting ads.

Customized Direct Mail

We will work with you to create your own customized direct mail program that reaches your target audience and generates a predictable number of leads with each mailing.

Mailings can be structured as a one-time campaign or as an ongoing monthly or weekly campaign designed to produce a steady flow of new leads.

It’s entirely up to you.

Let’s start a conversation.

Schedule a Call

See these related pages
for Financial Advisors

Marketing Overview
Program Pricing
Lead Generation
Lead Nurturing
Direct Mail
Digital Marketing
Local SEO
Online Advertising
Appointment Setting
Content Creation
Landing Pages & Funnels


Choose your best lead generation path

The goal for every lead generation program is to find more prospects who are ready to buy. These are people who are ready for a one-on-one appointment – the final step in the sales process. But what is your best path for getting more of those appointments?

Lead Magnet Mailings

Lead magnets – in the form of ebooks, how-to guides, tip sheets or even an information packet – is an early-stage lead campaign, and the best way to get high response and more leads (which will ultimately lead to appointments).

Seminar Mailings

Seminar dinners/lunches or any event that brings prospects together for a group presentation is a good way to generate engaged prospects.  Yes, you get those who only want the dinner, but there’ll be good prospects there too.

Appointment Mailings

You can use your direct mail to generate immediate appointments in the form of portfolio reviews, financial strategy sessions or just a get-acquainted meeting. But your response will be small and you will likely need to offer an incentive.

A full-service direct mail program – with flexibility

We have put together a direct mail program that does everything for you – but we also want to give you choices.

Mailing lists
Target the right audience for your business. Target homeowners by age, income, home value, time in the home and, of course, location.

Mailer formats
Postcards, letter mail, snap pack mailers.  Select the mailer format you want.  Each comes with its own pricing

Mailing quantities
After we run your numbers, you will have an estimated quantity for your entire market. But you can mail any quantity you want.

Response options
After your mailer is received, you want to give people as many response options as possible. Phone, landing page, QR code, reply mail, walk-in. The choice is yours.

Schedule flexibility
This is your campaign so you decide when you want to print and mail. Once everything is ready, you simply place your order to begin the campaign. You can mail any time with any quantity.

Plus, optional digital ad and email support

Direct mail works very well as a standalone, but you can also support your mailing with digital ads – to reinforce your message on Facebook, Google or any online ad network.

And as you start to generate leads, it’s important to have a follow-up drip email program in place – so you can stay in touch with those leads over many weeks, months, even years.

Let's schedule a FREE Strategy Session

Do you have any questions? Would you like to know more?

Then let's schedule a one-on-one Zoom Strategy Session. There's no obligation. Just a chance to get some answers.

If you prefer, you can schedule your demo by phone at 508-473-8643,

Click here to schedule your 60-minute Strategy Session.