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)

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How To Get Clients With Direct Mail

Financial Advisor Marketing Podcast