10 Financial Services Direct Mailers That Generated $27,000

financial services direct mailers

Need financial advisor marketing ideas, including annuity postcards?

Here are 10 ready-to-go postcard designs you can customize for your business:

1. Generate $27,000 in revenue from direct mail marketing financial services

One of my financial services clients wanted to boost their sales, so they decided to try direct mail marketing for financial advisors.

Here’s what they did:

They mailed 4,500 postcards to their current client list to invite people (who’d already spent money with them) in for additional financial services.

Note:

They send out a campaign like this 5-6 times a year, usually mailing once every other month, so their clients consistently receive direct mail marketing financial services throughout the entire year.

From this particular mailing, they generated about 15-18 new clients, which resulted in $27,000 in revenue — not bad, right?

Here’s a financial advisor marketing design you can customize for your business:

direct mail marketing for financial advisors

2. Gross $200,000 with an ROI of 17,969% with your financial advisor marketing

Every time my client Inverse Investments uses their tried-and-true direct mail marketing for financial advisors, they generate a 10% response rate.

You can read their case study here.

Here is a postcard you can customize for your business for a similar campaign!

financial advisor direct mail response rates

3. Add 140 new clients to your financial practice with direct mail for financial services

My client Steve Srein – Financial Services chose to employ direct mail marketing for financial services by sending postcards to his own in-house database, which contained:

  • His current customers
  • His past customers
  • The leads he generated on his own
  • Which totaled 1,000 homes to reach with his financial advisor marketing.

He mailed his postcards to that mailing list a total of 4 times because he knows that consistency is key to results when direct mail marketing for financial advisors.

His results?

He gained 140 new clients just between January and April alone and generated $16,000 from these new clients!

Here’s a similar design you can send:

direct mail marketing financial services

4. Send seminar mailers for financial advisors and generate 5 new clients

Retirement First hold seminars every month, and they always fill those seminars by sending out 5,000 postcards to a targeted mailing list depending on which kinds of prospects they want to target for each seminar.

Since closing just ONE attendee more than pays for their seminar mailers for financial advisors costs, they’ve made postcard marketing a staple in their marketing strategy.

You can read their full case study here.

seminar mailers for financial advisors

5. Receive 50 responses and 30 new clients for your practice

My client Mehaffey Financial Services wanted to boost their clients for tax season, so they orchestrated a multi-channel marketing campaign running the following simultaneously:

  • Facebook ads
  • Instagram ads
  • Google ads
  • And postcards.

By using Everywhere Small Business, they didn’t have to lift ONE finger to run all these financial advisor marketing tactics together.

Check out their results:

  • 52 tracked calls
  • 199,000 times Google ads were seen
  • 1,460 times Facebook and Instagram ads were seen
  • Not to mention — 30 new clients.

Here’s a design you can send:

direct mail marketing for financial services

6. Boost business by 50% with direct mail marketing for financial advisors

One my clients, a financial and legal consulting firm, mailed 35,000 postcards to homeowners in their area which resulted in the following:

Here’s a similar seminar mailer for financial advisors you can customize for your business:

seminar mailers for financial advisors

7. Add your logo to this financial postcard design

When you use direct mail marketing for financial services, including annuity postcards, your prospects see your message where they’re most likely to receive (and respond) to your marketing message… at home!

Here’s a design you can easily customize for your business:

financial advisor direct mail response rates

8. Promote your business with annuity postcards and other financial service mailers

Impress your prospects with this ready-to-use design:

direct mail marketing for financial advisors

You can even PERSONALIZE your postcards with the first name of each and every recipient to make your design really stand out in the mailbox!

Here are PostcardMania’s personalized postcards details.

9. Customize this awesome postcard for your lead generation strategy

If your logo needs a makeover, we can create a gorgeous, professional logo for you to use on ALL your financial advisor marketing!

direct mail marketing financial services

Here’s #10:

10. Send genius direct mail for financial services like this

You can start by sending can’t-miss-them postcards in the mail…

direct mail marketing for financial advisors

And then you can amplify your financial advisor marketing with this crazy effective marketing tactic:

By adding digital ads online to your postcard campaign…

You can cause your marketing to be seen EVERYWHERE prospects today spend their time:

  • On thousands of internet websites via the Google network
  • On Facebook where 79% of Americans check in
  • And on Instagram, particularly on the mobile app

This multi-channel marketing strategy requires ZERO effort from you

Yet your marketing can be seen by qualified prospects across the internet on multiple devices AND in the comfort of their own homes…

We call this Everywhere Small Business —

You can watch a 1-minute video about it here.

Now remember —

Your mailing list is the main dish of your lead generation so DON’T skimp on it.

We guarantee at least 90% deliverability of your direct mail, and so should ANY good mailing list provider, FYI.

Get 1,000 FREE records to start your campaign.

If you have ANY questions about growing your business or Everywhere Small Business, don’t hesitate to call one of my marketing experts at 800-628-1804 —

Their advice and help is 100% FREE!

Best,

Joy

FREE DOWNLOAD: Real Financial Marketing Campaigns and Their Results

 

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