Letters, emails, postcards, white papers, etc.

Direct marketing tools include an array of communications sent to a prospect with the goal of having that individual respond by setting an appointment to visit with the financial professional, or sending in their money.

For direct marketing to be successful, it cannot be a one-time contact. Effective marketing builds awareness, credibility, and confidence over a period of contacts with consistent, credible messages that reach emotional triggers, backed by sound information.

Thus, direct marketing needs to be customized to the individual company, financial adviser or practice. Generic marketing elements developed by the Active Managers Resource Center, such as postcards, are designed to be customized with the client company's personal style and information.

Postcards to Help You Generate Inquiries

Direct mail is one of your most effective means of reaching a prospect. But every direct mail piece faces the need to stand out, make a compelling offer and spur action. And…they must be cost effective.

To help you meet these requirements, we have created a series of seven jumbo postcards that sell active management. The goal of the postcards is to provide a distinctive, professional means of introducing your services in a way that stands out.

Download a pdf of the postcard options

Many of the ideas on the current cards resulted from talking with investment advisors offering active strategies at the National Association of Active Investment Managers conference. The artwork is designed to catch the eye but still have a professional feel. With no envelope to open, it’s hard for a prospect to miss your message.

You can purchase the 10.5”x6” cards with a blank back side that can be printed in-house, or we will pre-print the reverse side for you and even personalize, address and post cards using a mailing list that you provide.

Some ways you might want to use a marketing postcard include:

• To introduce your services
• As follow up to a personal meeting
• To promote a seminar or special offer
• As a reminder that your firm is ready to serve the individual
• And more.

Cards with a blank reverse side that can be printed in house on laser or inkjet printers are 50¢ a piece up to 500 cards. Reducing pricing is available for larger orders. Please contact Linda Ferentchak for further pricing, printing and mailing options – 303-989-5656.