Help For Independent Financial Advisors Targeting High Value Clients

Help For Independent Financial Advisors Targeting High Value Clients

Done For You Direct Mail Campaigns to Save You Time and Deliver Excellent Returns
  • Tried and tested mailings expertly crafted on your behalf
  • Flexibly focuses on seminars, enquires and appointments
  • Combines cost savings and know-how to deliver proven ROI

Increase Your Marketing Success – FREE GUIDE

What’s in the Guide…

  • 3 Steps You Need for Your Clients to Refer You
  • 6 Components of a Great Sales Letter
  • How to Make Your Seminar a Massive Success

400 High Quality Leads Delivered to One IFA Last Year

Independent Financial Advisers need a consistent supply of high quality leads to expand.

How does 400 sound? That’s 400 people who are primed for a conversation with you. They were all approached in the most respectful manner. In our years of experience many will turn into the solid long-term relationships you want.

You know it’s not just the number of leads, but their quality too. Each person receiving your mailing is very carefully selected. The letter cleverly peaks their interest in you. They’ll already know that you will focus on their specific circumstances. They are warming to the prospect of you being their new financial adviser.

Whether we deliver 400 or 40 IFA leads to you, we know how important your first conversation with them is. Everything we do for you before that point is about establishing the trust and professionalism you are known for.

 offers financial advisory companies many years of experience and a proven track record of delivering large volumes of high quality leads to independent financial adviser companies.

400 High Quality Leads Delivered to One IFA Last Year

How does 400 sound? That’s 400 people who are primed for a conversation with you. They were all approached in the most respectful manner. In our years of experience many will turn into the solid long-term relationships you want.

You know it’s not just the number of leads, but their quality too. Each person receiving your mailing is very carefully selected. The letter cleverly peaks their interest in you. They’ll already know that you will focus on their specific circumstances. They are warming to the prospect of you being their new financial adviser.

Whether we deliver 400 or 40 IFA leads to you, we know how important your first conversation with them is. Everything we do for you before that point is about establishing the trust and professionalism you are known for.

 offers financial advisory companies many years of experience and a proven track record of delivering large volumes of high quality leads to independent financial adviser companies.

Local Targeting Report of High Value Clients in Your Area

Complete the form below to get your FREE Local Targeting Report

Get Your FREE Targeting Report Today!

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Local Targeting Report of High Value Clients in Your Area

Complete the form below to get your FREE Local Targeting Report

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Get Your Free Targeting Report Today!

What You Get With DirectMail.agency

Confidence

You are busy and want a new client acquisition strategy that delivers, is repeatable, isn’t confusing and doesn’t swamp your time.

Clarity

Unlike some media alternatives, you are not going to be confused. The traditional methods we deploy work well for your market, especially with the affluent.

Expert Handling

You’ll have senior, experienced people using their time, attention and proven techniques to get you the very best IFA leads.

Trusted Advice

You want the best return on investment, and if you run seminars, start with our advice on where and when to hold your events.

Proven 

This isn’t our first gig, we’ve produced hundreds of campaigns which means you can rely on us to get high quality IFA leads.

Choice 

You can flexibly focus on seminars, information requests and appointments.

A Marketing to the Affluent System

You can turn up your marketing to the affluent system as and when you need high quality IFA Leads.

What You Get With Direct Mail.Agency

Confidence

You are busy and want a new client acquisition strategy that delivers, is repeatable, isn’t confusing and doesn’t swamp your time.

Clarity

Unlike some media alternatives, you are not going to be confused. The traditional methods we deploy work well for your market, especially with the affluent.

Expert Handling

You’ll have senior, experienced people using their time, attention and proven techniques to get you the very best IFA leads.

Trusted Advice

You want the best return on investment, and if you run seminars, start with our advice on where and when to hold your events.

Proven

This isn’t our first gig, we’ve produced hundreds of campaigns which means you can rely on us to get high quality IFA leads

Choice

You can flexibly focus on seminars, information requests and appointments.

A Marketing to the Affluent System

You can turn up your marketing to the affluent system as and when you need high quality IFA Leads.

Start More Conversations  Call Today

Start More Conversations  Call Today

What Do We Mean By High Quality IFA Leads?

Our IFA Leads meet your client target profile. This is defined by the criteria that you set for potential clients.

For example, leads should be aged 45 years or over, they must be living within 12 miles of your financial adviser practice or seminar, and they should be living in properties valued over £350,000 (depending on location).

Our IFA Leads have responded to a mailer and have expressed an interest in your business. These are the people you want to talk to.

Our years of experience tells us people who have responded by mail and who match your ideal client target profile, offer an excellent chance of conversion into long-term profitable and subsequently referring clients.

What Do We Mean By High Quality IFA Leads?

Our IFA Leads meet your client target profile. This is defined by the criteria that you set for potential clients.

For example, leads should be aged 45 years or over, they must be living within 10 miles of your financial adviser practice or seminar, and they should be living in properties valued over £350,000 (depending on location).

Our IFA Leads have responded to a mailer and have expressed an interest in your business. These are the people you want to talk to.

Our years of experience tells us people who have responded by mail and who match your ideal client target profile, offer an excellent chance of conversion into long-term profitable and subsequently referring clients.

Case Study: One of the UK’s Largest IFAs

We work with 15 different IFAs. We have been producing mailings with them for years, mailing at least 500,000 items a year. When we started working with them, their results were inconsistent and often disappointing. Year by year and step by step, we have worked through every aspect of the process they deploy. We have refined the data selection and designs to a point where they are regularly getting increased responses. All this has resulted in us producing high quality leads from larger and frequently produced mailings that means their seminars and appointments are filled with affluent people interested in them. It has also encouraged us to diversify with lead generation mailings for IFAs who do not seek to run seminars and prefer to attract people in different ways.

What Our Clients Have Said

“…brought a fantastic increase in our response rate – it increased by 140%…in fact our response rate is double the company average.

Director

Large IFA

“How many leads have you had from the recent lead generation mailing?” “…I’ve lost count!…”

Director

Large IFA

“…The numbers have been higher…” “We have won some really good clients ….the diary has been busy!”

“a different league!”

Director

Large IFA

About

DirectMail.agency is a brand of Finely Fettled Limited, a West Yorkshire Marketing Consultancy offering data services and integrated marketing campaigns targeting high net worth individuals. Our work helps you increase profits from new high value customers and achieve a better return from existing customers as well. We’ll support you with strategy, data, design, artwork, print, production, postage, landing page capture plus video production.

We Help Independent Financial Advisers With:

IFA Leads
Leads for IFAs
IFA Marketing
Marketing for IFAs
Financial Advice Leads
IFA Lead Generation
IFA Appointments
IFA Networks
Investment Management Marketing
Wealth Investment Marketing
Pension Lead Generation
Financial Advisor Lead Generation

Independent Financial Advisor Leads
Leads for Independent Financial Advisers
Independent Financial Adviser Leads
Leads for Independent Financial Advisors
Financial Advisor Seminar Leads
Leads for Financial Advisor Seminars
Marketing for Financial Advisors
Financial Advisor Marketing
Financial Planning Marketing Strategies
Wealth Advisor Marketing
Financial Advice Seminar Marketing
IFA Marketing Strategies

Financial Services Marketing
Marketing Financial Services
Financial Advisor Marketing
Financial Adviser Marketing
Seminar Marketing for Financial Advisers
Seminar Marketing for Financial Advisors
Financial Advisor Marketing Plan
Financial Seminar Marketing
Financial Advisor Leads
Financial Advice Leads
Financial Adviser Leads
Financial Planning Practice