Direct Mail Secrets for Finacial Advisors
Stephen Oliver's Financial Advisor Marketing Podcast
Release Date: 01/15/2024
Stephen Oliver's Financial Advisor Marketing Podcast
Financial Advisor Marketing Podcast with hosts Stephen Oliver and Robyn Crane Positioning, Cloning Your Best Clients, and more * * * * * Learn more and, receive our free practice growth package at: More marketing financial advisor podcasts can be found here: Or subscribe to our podcasts using your favorite platform:
info_outline Be a Maverick Advisor - Stand Out from the Crowd and GROW FASTStephen Oliver's Financial Advisor Marketing Podcast
Financial Advisor Marketing Podcast with hosts Stephen Oliver, Mindi Godfrey and Greg Moody Be a Maverick Advisor - Stand Out from the Crowd and GROW FAST * * * * * Learn more and, receive our free practice growth package at: More marketing financial advisor podcasts can be found here: Or subscribe to our podcasts using your favorite platform:
info_outline Primer on Advertising: What's Working Now in Facebook and Other MediaStephen Oliver's Financial Advisor Marketing Podcast
Financial Advisor Marketing Podcast with hosts Stephen Oliver, Mindi Godfrey, Greg Moody Primer on Advertising: What's Working Now in Facebook and Other Media * * * * * Learn more and, receive our free practice growth package at: More marketing financial advisor podcasts can be found here: Or subscribe to our podcasts using your favorite platform:
info_outline Direct Response Marketing via LinkedIn and Facebook for Finacial AdvisorsStephen Oliver's Financial Advisor Marketing Podcast
Financial Advisor Marketing Podcast with hosts Stephen Oliver and Kate Gaudet Direct Response Marketing via LinkedIn and Facebook * * * * * Learn more and, receive our free practice growth package at: More marketing financial advisor podcasts can be found here: Or subscribe to our podcasts using your favorite platform:
info_outline Part 2, Direct Response Marketing via LinkedIn and FacebookStephen Oliver's Financial Advisor Marketing Podcast
Part 2, Financial Advisor Marketing Podcast with hosts Stephen Oliver and Kate Gaudet and Greg Moody Direct Response Marketing via LinkedIn and Facebook, Part 2 * * * * * Learn more and, receive our free practice growth package at: More marketing financial advisor podcasts can be found here: Or subscribe to our podcasts using your favorite platform:
info_outline Referrals and MoreStephen Oliver's Financial Advisor Marketing Podcast
Financial Advisor Marketing Podcast with hosts Stephen Oliver and Greg Moody Referrals and More * * * * * Learn more and, receive our free practice growth package at: More marketing financial advisor podcasts can be found here: Or subscribe to our podcasts using your favorite platform:
info_outline 30+ Year Independent Advisor Marketing StrategiesStephen Oliver's Financial Advisor Marketing Podcast
Financial Advisor Marketing Podcast with hosts Stephen Oliver and Joe Roseman, Jr. 30+ Year Independent Advisor Marketing Strategies * * * * * Learn more and, receive our free practice growth package at: More marketing financial advisor podcasts can be found here: Or subscribe to our podcasts using your favorite platform:
info_outline The Total RelationshipStephen Oliver's Financial Advisor Marketing Podcast
Financial Advisor Marketing Podcast with hosts Stephen Oliver and Tyson RayThe Total Relationship * * * * * Learn more and, receive our free practice growth package at: More marketing financial advisor podcasts can be found here: Or subscribe to our podcasts using your favorite platform: * * Securities through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors Inc. FORM Wealth Advisors is not a registered broker/dealer and is independent of Raymond...
info_outline Creating Consistent Lead FlowStephen Oliver's Financial Advisor Marketing Podcast
Financial Advisor Marketing Podcast with hosts Stephen Oliver, Mindi Godfrey and Greg MoodyCreating Consistent Lead Flow * * * * * Learn more and, receive our free practice growth package at: More marketing financial advisor podcasts can be found here: Or subscribe to our podcasts using your favorite platform:
info_outline Assets Management and Portfolio DesignStephen Oliver's Financial Advisor Marketing Podcast
Financial Advisor Marketing Podcast with hosts Stephen Oliver and David MarraAssets Management and Portfolio Design * * * * * Learn more and, receive our free practice growth package at: More marketing financial advisor podcasts can be found here: Or subscribe to our podcasts using your favorite platform:
info_outlineFinancial Advisor Marketing Podcast with hosts Stephen Oliver and Justin Miller
Direct Mail Secrets for Finacial Advisors
* * * * *
- Learn more and, receive our free practice growth package at: https://www.AdvisorWealthMastery.com
- More marketing financial advisor podcasts can be found here: https://advisorwealthmastery.com/latestpodcasts/
- Or subscribe to our podcasts using your favorite platform: https://advisorwealthmastery.com/subscribe-to-podcasts/
Podcast Guest:
Justin Miller from Profit 911 - Jurassic Marketing - www.Profit911.com
Meeting Purpose: Discuss direct mail marketing strategies and tactics for financial advisors.
Key Takeaways:
- Direct mail gets more attention than email due to low volume of physical mail.
- Newsletters are an easy and effective tactic for client communication.
- Targeted, personalized direct mail works better than broad, generic campaigns.
- Ongoing prospect follow-up via direct mail is very effective but rarely done well.
- Tracking responses is critical to optimize campaigns over time.
Topics: Introduction:
- Justin Miller is the founder of Jurassic Marketing, a direct mail marketing agency.
- They help advisors with newsletters, prospecting, and other direct mail services. Direct Mail vs. Email
- People get hundreds of emails daily but only a few pieces of mail.
- Physical mail stands out and gets more attention.
- Mail builds more trust as recipients know it cost money to send. Newsletters for Client Communication
- Monthly print newsletters are the easiest way to stay top of mind.
- Include community outreach, advisor activities rather than just technical info.
- Newsletters get calls even if contact info is saved elsewhere. Targeting and Personalization
- Target ideal niche, geo-expand, rather than broad demographics.
- Personalized mail with custom messaging converts better.
- Find targeted lists through magazines, associations etc. Ongoing Prospect Follow-up
- Consistent mail touchpoints over time work extremely well.
- Drip sequences with unique mail pieces build familiarity and trust.
- Prospects come back years later due to ongoing communication. Tracking and Optimization • Use unique phone numbers, URLs, QR codes to track responses.
- See what messaging and offers generate interest over time.
- Refine targeting and messaging for future campaigns.