Category Archives: Lead Generation

Hey everyone!  Horsesmouth.com, which in my opinion should be one of the top resources of every financial adviser, had a great article about the power of handwritten notes by Jim Domanski.  It’s great to see so many top consultants like … Continue reading →

We have all experienced the onslaught of junk mail, but is direct mail dead?  Dead?  No.  Ailing?  Maybe. Still according to the Direct Marketing Association, each $1 spent on Direct Mail made on average $11.65.  Now there’s the catch…”on average.”  … Continue reading →

Understanding the handwritten note  as a marketing and direct mail tool is the first step to using them effectively in your business.  Instead of just jotting a note and mailing it to a client or prospect (which is better than … Continue reading →

If you know and understand just this one thing you will be able to pluck your competitor’s best clients at will.  And you want your competitor’s best clients for two reasons: They have money.  That’s why they’re your competitor’s best … Continue reading →

It costs a lot of money to advertise whether you are using newspaper ads, direct mail or postcards.  You want to make sure it gets read or it’s like throwing money in the garbage can.  That’s why we use your … Continue reading →

A veteran planner had been using direct mail and postcards to generate leads for his practice. He had tried all sorts of product offers. He had expounded on how happy his clients were. He had tried listing all of the … Continue reading →

Studies have shown that 72 percent of the public looks at financial planners as product pushers instead of professional advisors. Whatever marketing tactics used to work have been stripped of their power and effectiveness because of the public’s skepticism. The … Continue reading →

Too many client newsletters are beautiful trash. They are beautiful to look at but boring to read. Spending a pretty penny on a newsletter because it looks beautiful and professional is probably the biggest scam going in our industry today. … Continue reading →

Direct mail is not dead. Direct mail is not overused. Direct mail is a way to get a client to listen to you for more than a sound bite if done properly. In order for direct mail to be effective … Continue reading →

Would you like to receive $1,000 a week for life? That is a terrific headline. Why? First it talks to the prospect reading the headline (Would YOU like to…) Second it gives the prospect a reason to be interested. Whether … Continue reading →