Financial Advisor Marketing Podcast

How To Get Clients With Direct Mail


Listen Later

Direct mail is the most underrated—and most effective—way for financial advisors to get clients. 

But… only if you know what goes into making a direct mail campaign successful. 

Problem is, this is something most financial advisors are clueless about. Well, until they listen to this episode at least. 

In today’s show, you’ll discover (from someone who has spent tens of thousands of dollars on ink and paper alone) how to get more clients with direct mail, the biggest mistakes financial advisors make with direct mail, and some of my best-kept secrets for boosting your direct mail response rate. 

Listen now.

Show highlights include:

  • The best direct mail call-to-action for financial advisors to maximize your response rate (2:08) 
  • The sneaky, psychological sentence to add to your direct mail campaign to boost your response rate (2:33) 
  • Why writing a letter from your company (instead of you) will kill conversions before your prospects even open it (4:57) 
  • The #1 ingredient any direct mail campaign must have to be successful (5:20) 
  • How to know with near certainty whether your direct mail campaign will be profitable (before you even buy the stamps) (5:47) 
  • Why being featured in media outlets gives you an unfair advantage when writing direct mail letters (10:11) 
  • The simple “Receipt” personalization trick that forces your recipients to open and read your letter (15:09) 
  • This is the single biggest mistake I see financial advisors making when they try to use direct mail (20:46) 

Since you listen to this podcast, I want to give you a gift: 

If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. 

Subscribe to my email newsletter and get a free copy of 57 of my favorite financial advisor marketing ideas here: https://TheAdvisorCoach.com/57MT 

...more
View all episodesView all episodes
Download on the App Store

Financial Advisor Marketing PodcastBy James Pollard

  • 3.6
  • 3.6
  • 3.6
  • 3.6
  • 3.6

3.6

89 ratings


More shows like Financial Advisor Marketing Podcast

View all
Investing Insights by Morningstar

Investing Insights

491 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

188 Listeners

Masters in Business by Bloomberg

Masters in Business

2,162 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

926 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

273 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

798 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,006 Listeners

Wall Street Breakfast by Seeking Alpha

Wall Street Breakfast

1,016 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

454 Listeners

Eye On The Market by Michael Cembalest

Eye On The Market

279 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

239 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,543 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

108 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

125 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

966 Listeners