Financial Services Case Studies

Tax Office Marketing Idea

Mehaffey Financial Services

Industry: Financial Services
Result: 50 responses and 30 NEW clients!
How To Market Financial Services

Inverse Investments

Industry: Financial Services
Result: The income is well over $200K for us.
Financial Services Postcards

Roof Advisory Group, Inc.

Industry: Financial Services
Result: With the repeat mailings, we brought in over $4 Million in revenue from our postcards!
Insurance Recruiting Marketing Ideas

RJB Financial Services

Industry: Financial Services
Result: We generated 261 responses and 20 new agents from our postcard mailings!
Financial Services Marketing Ideas

Steve Srein – Financial Services

Industry: Financial Services
Result: We generated 140 new clients and $16,000 in revenue from our postcard marketing!
Financial Services Marketing Ideas

Financial Services Company

Industry: Financial Services
Result: We generated 15-18 new clients and $22,500-$27,000 in revenue from our postcard marketing!
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Retirement First

Industry: Financial Services
Result: We close 4-5 appointments, and only 1 pays for our marketing and then some!
Financial Services Marketing Ideas

InnoVest Financial Services

Industry: Financial Services
Result: The follow-up ads convinced 250 website visitors to return to our site!
Financial Planning Postcards

C.W. Beale And Associates

Industry: Financial Services
Result: Experimenting with designs and offers can help your company continue to improve your results with postcard marketing.
Credit Union Postcards

Texoma Credit Union

Industry: Financial Services
Result: You can set specific marketing goals, because postcards have the proven track record to produce the results YOU want.
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Sharp Bookkeeping Service

Industry: Financial Services
Result: Ive tried everything and the only thing that has worked for me is postcards.
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Foley & Co.

Industry: Financial Services
Result: Repetition leads to consistent marketing results for mortgage companies, even in a recession.
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