Financial Marketing Case Studies | Financial Marketing Solutions

Financial Case Studies

View financial advisor postcards in these real financial advertising examples! See mailing lists, designs, frequency of mailings, and all details for proven-to-work financial direct mail campaigns! Plus, each case study comes with easy-to-replicate tactics you can use to grow your practice all year long!

Advanced College Funding Solutions
…388 responses because of their campaign. 26 Signed up for College Financial Packages!
United Capital
150 attendees to 4 seminars!
Kansas Law Firm
Business increased by 50%
Denver Wealth Advisors Financial Service
After mailing only 1,000 cards - 12 unique phone calls and over 2,000 website clicks!
Mehaffey Financial Services
50 responses and 30 NEW clients!
Inverse Investments
The income is well over $200K for us.
RJB Financial Services
We generated 261 responses and 20 new agents from our postcard mailings!
Steve Srein – Financial Services
We generated 140 new clients and $16,000 in revenue from our postcard marketing!
Financial Services Company
We generated 15-18 new clients and $22,500-$27,000 in revenue from our postcard marketing!
Retirement First
We close 4-5 appointments, and only 1 pays for our marketing and then some!
InnoVest Financial Services
The follow-up ads convinced 250 website visitors to return to our site!
C.W. Beale And Associates
Experimenting with designs and offers can help your company continue to improve your results with postcard marketing.
Texoma Credit Union
You can set specific marketing goals, because postcards have the proven track record to produce the results YOU want.
Sharp Bookkeeping Service
Ive tried everything and the only thing that has worked for me is postcards.
Foley & Co.
Repetition leads to consistent marketing results for mortgage companies, even in a recession.
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