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Financial Case Studies

View financial advisor postcards in these real financial advertising examples! See mailing lists, designs, frequency of mailings, and all details for proven-to-work financial direct mail campaigns! Plus, each case study comes with easy-to-replicate tactics you can use to grow your practice all year long!

Successful Financial Services Postcard Campaign
They generated 5 new clients and $19,000 in revenue!
Successful Financial Services Postcard Campaign
34 people responded and they converted 6 of them!
Successful Financial Services Postcard Campaign
So far, they’ve received around 50-60 responses! Of those, they were able to convert 21 cases!
Successful Financial Services Postcard Campaign
Half of the attendees came from the postcard they received!
Signed 3 contracts boosting annual revenue by $30,000-$40,000!
Successful Financial Services Postcard Campaign
They spent $918 with postage included, and so far, they will make $12,000 this year. That’s a 1,207% ROI!
Successful Financial Services Postcard Campaign
…388 responses because of their campaign. 26 Signed up for College Financial Packages!
Successful Financial Services Postcard Campaign
Business increased by 50%
Successful Financial Services Postcard Campaign
After mailing only 1,000 cards - 12 unique phone calls and over 2,000 website clicks!
Successful Financial Services Postcard Campaign
The income is well over $200K for us.
Successful Financial Services Postcard Campaign
We generated 140 new clients and $16,000 in revenue from our postcard marketing!
Successful Financial Services Postcard Campaign
We generated 15-18 new clients and $22,500-$27,000 in revenue from our postcard marketing!
We close 4-5 appointments, and only 1 pays for our marketing and then some!
Successful Financial Services Postcard Campaign
The follow-up ads convinced 250 website visitors to return to our site!
Successful Financial Services Postcard Campaign
You can set specific marketing goals, because postcards have the proven track record to produce the results YOU want.
Successful Financial Services Postcard Campaign
Experimenting with designs and offers can help your company continue to improve your results with postcard marketing.
Ive tried everything and the only thing that has worked for me is postcards.
Repetition leads to consistent marketing results for mortgage companies, even in a recession.
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