Bring in more new financial planning clients.
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 CampaignAverage response rate
Response figures reflect USPS Every Door Direct Mail and direct-mail industry benchmarks.
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.
Templates coming soon
Financial Advisors templates are on the way
We're building ready-to-personalize postcard templates for financial advisors businesses. Drop your email and we'll alert you the moment they launch — or start a custom design now with a free expert review.