Grow Your Book of Business
Financial advisors use EDDM postcards to reach high-net-worth households and pre-retirees in their service area with educational content and consultation offers. Direct mail builds the trust that financial relationships require.
Start Your Campaign12+
Qualified prospects per campaign
4.4%
Average response rate
6,200%
Average ROI
Common Challenges
✗Robo-advisors and online platforms are attracting younger investors with lower fees
✗Compliance restrictions limit the claims and testimonials you can use in advertising
✗Cold calling and networking events have diminishing returns as client expectations shift
Campaign Types That Work
Retirement Planning Workshop
Invite pre-retirees to educational seminars that demonstrate your expertise and generate one-on-one consultations.
Market Update Mailer
Position yourself as a steady hand with timely commentary during market volatility.
Life Transition Outreach
Reach households experiencing divorce, inheritance, or career changes that require financial guidance.
Second Opinion Campaign
Offer a complimentary portfolio review to prospects who may be underserved by their current advisor.
Why L&B Printing?
Free design review on every order50+ years of campaign dataWe handle USPS bundling and delivery4.4% average response rate