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Financial Advisors Acquire $2.1M AUM With Business Growth Postcard Campaign
The Challenge
This financial planning firm wanted to target small business owners and high-income professionals who needed help growing their assets and retirement portfolios. Their website had traction, but inbound calls were flat. They needed to reintroduce themselves with a strong, credibility-driven message.
The Strategy
They mailed 5,100 postcards with the bold headline “We Will Grow Your Business.” The design highlighted their core strengths: personalized planning and proven investment strategies. OMNI reach SMB launched Google and Facebook ads in the same zip codes, using matching design, and tracked every call, form, and click.
The Results
The campaign produced 26 total responses — 21 tracked phone calls and 5 form completions. They booked 13 consults, closed 8 new clients, and acquired over $2.1M in new AUM (Assets Under Management). Ads delivered 15,000+ impressions and over 210 combined clicks.
Key Takeaways
Business growth messaging drives leads better than passive “retirement” phrasing
OMNI reach SMB allowed for clear attribution from click to call to account
Clean, professional postcard layout earned high trust on first impression
ROI outperformed seminar invites and online-only leads
Customer Reviews
Plan Your Free Direct Mail Campaign Today
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