Get Your Mail Read… and, make a killer case for your offer

Advisors have two problems… their marketing is ignored by great prospects… and the few that look at it are not impressed.  You can solve both problems with a little ingenuity.

Combine 3 things:

  1. Technology
  2. Personalization
  3. And expand your message with brilliant proof and pictures

Find your target market and then…

  • Hand address an envelope to them (if you are too busy to do this, there are lots of services that will hand write them for you.
  • Insert a blank card with a VERY small message on it… include a small cheap magnifying glass (you can get a pack of 144 for only $7.42 on Amazon). The message should be small enough that they need the magnifying glass to read it.
    • You can create your own message but for an example you could use…
      • A domain like, (buy domain for 99 cents on GoDaddy)
      • Create personal URLs for each person you will send this mailing to, so the teeny weeny message would say—They could be paying you 10X more on your account… instead, they are keeping it… look here
      • You would then have a landing page that would demonstrate… in this case… that cash accounts in brokerages generally are paying 0.1%… and you could get him/her more than 1% in your cash account.
      • Then track who goes on line and immediately call them… don’t wait for them to call you.

A firm that used this concept (though not the same message) landed appointments with 12% of the recipients!  Is that worth jumping through a few hoops?

About Mike Kaselnak

Michael Kaselnak is considered one of the top marketing and sales experts in the financial services industry. He has personally mentored over 300 financial advisors in the past 10 years. These financial advisors saw their average production increase by 62%. Many saw increases of over 300 percent. He writes articles that have appeared in many mainstream magazines and has written the popular report 300 Financial Headlines that sell.
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