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For Independent Financial Advisors Who Want High Quality Clients

For Independent Financial Advisors Who Want High Quality Clients

Why Our Traditional Method of Generating High Quality IFA Leads Will Save You Time and Deliver Excellent Returns
  • Tried and tested mailings expertly crafted on your behalf
  • Flexibly focuses on seminars, enquires and appointments
  • Using advertising that is trusted by affluent individuals
  • Combines cost savings and know-how to deliver proven ROI
Why Our Traditional Method of Generating High Quality IFA Leads Will Save You Time and Deliver Excellent Returns
  • Tried and tested mailings expertly crafted on your behalf
  • Flexibly focuses on seminars, enquires and appointments
  • Using advertising that is trusted by affluent individuals
  • Combines cost savings and know-how to deliver proven ROI

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.

Local Targeting Report of High Value Clients in Your Area

Complete the form below to get your FREE Local Targeting Report

Here’s One We Did Earlier!

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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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Here’s One We Did Earlier!

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.

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.

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.

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.

Why Are We Different From Others?

… Because you want experts in the whole mailing process not just parts of it

Why Are We Different From Others?

… Because you want experts in the whole mailing process not just parts of it

i

Evidence Based Understanding

You want more clients and you want them to perform like your best clients, so evidence is king.

Sourcing of the Best Data

Selecting the right data for your campaign is crucial, which demands excellence in data sourcing.

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Tried & Tested Design

Concise communication of a simple message that is specific to your client profile and products.

w

Qualifying & Nurturing Leads

Your mailing starts the conversation, but prospects need to be kept warm and happy. We help you do this.

We Listen to You

You can expect us to start by listening to you and discovering exactly what you need. After all, we are business people just like you. We’ll offer you hard won experience and analysis of what works and what doesn’t. We are driven by evidence. If you get the results you want, we know you’ll be willing to commit your future work with us.

We Listen to You

You can expect us to start by listening to you and discovering exactly what you need. After all, we are business people just like you. We’ll offer you hard won experience and analysis of what works and what doesn’t. We are driven by evidence. If you get the results you want, we know you’ll be willing to commit your future work with us.

Success Driven Sourcing of Data

By improving your selection of data, you can benefit just like other financial advisers we have helped by DOUBLING their success rate.

You can plan to have a roomful of affluent people for your financial advice seminars and a consistent flow of high quality  appointments. Working with us means you can tap into deep data insights of affluent and high net worth individuals.

Modelling your best customers helps you identify lookalike individuals. This means we examine your customer list or a sample of it, under a strict processing agreement, and seek out those characteristics describing them which are also present in other people in your area.  

Some clients find it challenging to extract data for modelling. That’s fine too. Instead we work with you to thoroughly understand your clients, so we get the best possible results for you.

Success Driven Sourcing of Data 

By improving your selection of data, you can benefit just like other financial advisers we have helped by DOUBLING their success rate.

You can plan to have a roomful of affluent people for your financial advice seminars and a consistent flow of high quality  appointments. Working with us means you can tap into deep data insights of affluent and high net worth individuals.

Modelling your best customers helps you identify lookalike individuals. This means we examine your customer list or a sample of it, under a strict processing agreement, and seek out those characteristics describing them which are also present in other people in your area.  

Some clients find it challenging to extract data for modelling. That’s fine too. Instead we work with you to thoroughly understand your clients, so we get the best possible results for you.

IFA Mailings Designed to Get Response

Our designs and content for financial adviser mailings are:

  • Concise communications which deliver a simple message.
  • Easy to understand and to the point.
  • Packaged content suitable for a range of financial products.

We can also assist with bespoke one-off designed communications

IFA Mailings Designed to Get Response

Our designs and content for financial adviser mailings are:

  • Concise communications which deliver a simple message.
  • Easy to understand and to the point.
  • Packaged content suitable for a range of financial products.

We can also assist with bespoke one-off designed communications

Lead Management – Profit From Follow Up

How you reach out after your mailer is important. The leads who have responded may wish to go to your financial advice seminar, but life sometimes gets in the way and they forget all about their previously made commitment.

Financial advisers are also busy. Your practice may not have someone who has the time or frankly the ability to call these people to look after them prior to the seminar taking place.

We can handle this important part of the process for you.

Lead Management  Profit From Follow Up

How you reach out after your mailer is important. The leads who have responded may wish to go to your financial advice seminar, but life sometimes gets in the way and they forget all about their previous commitment.

Financial advisers are also busy. Your practice may not have someone who has the time or frankly the ability to call these people to look after them prior to the seminar taking place.

We can handle this important part of the process for you.

Print and Fulfilment

Your mailing is printed and produced cost effectively with response in mind.

The IFA Invitation Mailer has four inserts and is match mailed. That means, we use variable data printing to add personalised information to the reply card, letter and invitation card.

By personalising the mailing we are building in responsiveness. As the reply card is pre-filled it makes it easy for the prospect to respond.

Your budget is pre-agreed. Our objective is to produce a quality finished mailing that is a credit to your financial advisory company.

Print and Fulfilment

Your mailing is printed and produced cost effectively with response in mind.

The IFA Invitation Mailer has four inserts and is match mailed. That means, we use variable data printing to add personalised information to the reply card, letter and invitation card.

By personalising the mailing we are building in responsiveness. As the reply card is pre-filled it makes it easy for the prospect to respond.

Your budget is pre-agreed. Our objective is to produce a quality finished mailing that is a credit to your financial advisory company.

Postage

You want the best possible prices for postage. That’s why we work very closely with Royal Mail and other competing mail delivery organisations. You can benefit from our low VAT postage solutions and volume and geographical costs savings.

If you are looking for creative ways to make the mailing more personalised, like adding stamps and cancelling them in volume, we can handle this for you too.

Postage is a big cost, so we look at every way option to keep your costs as low as possible.

Postage

You want the best possible prices for postage. That’s why we work very closely with Royal Mail and other competing mail delivery organisations. You can benefit from our low VAT postage solutions and volume and geographical costs savings.

If you are looking for creative ways to make the mailing more personalised, like adding stamps and cancelling them in volume, we can handle this for you too.

Postage is a big cost, so we look at every way option to keep your costs as low as possible.

Start More Conversations  Call Today

Start More Conversations  Call Today

Which Strategy is Right For You?

Which Strategy is Right For You?

Financial Advisor Seminars

Seminars help establish authority
and gain trust with affluent individuals

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Financial Advisor Lead Generation

Step by step paced engagement sharing
information then offering reviews

Financial Advisor Seminars 

Seminars are a positive, friendly environment in which you and your team can meet prospective clients and increase awareness of the importance of financial planning.

Targeting financial advice seminar attendees, you’ll need to consider where and when to hold the seminar. We’ll target your ideal clients living within agreed drive-times. Venues can either attract or repel attendance. Pick the right venues and understand the differences in audience at different times of day too (see the free download below).

We will help you attract the people who are actively looking for particular financial solutions, whether that is those people approaching retirement, investment planning or those keen to protect their estate. 

Financial Advisor Seminars 

Seminars are a positive, friendly environment in which you and your team can meet prospective clients and increase awareness of the importance of financial planning.

Targeting financial advice seminar attendees, you’ll need to consider where and when to hold the seminar. We’ll target your ideal clients living within agreed drive-times. Venues can either attract or repel attendance. Pick the right venues and understand the differences in audience at different times of day too (see the free download below).

We will help you attract the people who are actively looking for particular financial solutions, whether that is those people approaching retirement, investment planning or those keen to protect their estate. 

Local Targeting

The ideal seminar attendee is someone actively seeking ways to overcome today’s financial challenges

Topical Seminar

Your topical focused seminar offers light refreshments and complimentary lunch and features guest speakers

Free Review

Seminar attendees will now understand the benefits of having a no obligation financial review with one of the practice experts

Convert

Presenting the findings of a review offers a mutually satisfactory opportunity for a relationship to develop between prospect and IFA

Benefits

1. Financial advice seminars are a proven process for attracting and converting people actively looking to review their financial affairs.

2. Seminars are ideal to engage people with topical subjects face to face. This builds confidence and trust in you as an IFA.

3. Seminars provide a local place for people who are reluctant to invite an IFA to their home initially but are serious and actively seeking help.

Costs

1. Before you have spoken the first word at the seminar, you will have incurred the costs of mailing and the hosting of the event.

2. Are you poor at following up attendees or those interested in attending? If so, your conversion ratio will drop considerably.

3. Not closing appointments. The objective of the seminar is ultimately to get new clients, so make the next step a no obligation review.

Benefits

1. Financial advice seminars are a proven process for attracting and converting people actively looking to review their financial affairs.

2. Seminars are ideal to engage people with topical subjects face to face. This builds confidence and trust in you as an IFA.

3. Seminars provide a local place for people who are reluctant to invite an IFA to their home initially but are serious and actively seeking help.

Costs

1. Before you have spoken the first word at the seminar, you will have incurred the costs of mailing and the hosting of the event.

2. Are you poor at following up attendees or those interested in attending? If so, your conversion ratio will drop considerably.

3. Not closing appointments. The objective of the seminar is ultimately to get new clients, so make the next step a no obligation review.

Manage your IFA leads

Our experience is 20-30% of seminar attendees can drop out without follow up. This drops to near zero with our lead management service.

If you had 80 people attending your seminar where 20% converted, and each customer on average is worth £20,000 to you over the next 3 years, how much would you cheerfully pay to get the otherwise drop outs to your seminar or appointment?

Manage your IFA leads

Our experience is 20-30% of seminar attendees can drop out without follow up. This drops to near zero with our lead management service.

If you had 80 people attending your seminar where 20% converted, and each customer on average is worth £20,000 to you over the next 3 years, how much would you cheerfully pay to get the otherwise drop outs to your seminar or appointment?

What Time is Your Seminar Starting?

An easy to follow results comparison between morning and evening seminars

Lead Generation Mailings 

Your seminar timing may not be right for everybody. The prospect may have other things going on. Their non-response to a seminar offer doesn’t mean they won’t become your next high value client.

Some people simply equate seminars with sales pitch. Some people wish to avoid your free lunch.

Which is why a lead generation mailings are valuable IFA marketing strategies. You can still provide valuable consumer education through the mail. 

Focusing on just those people who can attend a seminar, is probably limiting you to just 15% of the market who are likely to buy in the next 18 months.

It’s a cost effective and smart strategy to attract these individuals using lead generation mailings.

Widen Your Market

Target the widest potential market for your offer, by recognising that people engage with you and buy at different velocities

Give First

Attract people who are interested in a one of several of your offers – IHT, Pensions, Investment etc and provide value to them

Educate & Motivate

Don’t rely on people making the first move. Keep in touch. If they are interested in a specific area they’ll buy from someone

Make Buying Easy

How can you make the next step so compelling that an individual does not feel any obligation? Make it easy to take the next step

Benefits

1. Seminars tend to focus on the 15% of an audience who may be ready to interact, lead generation mailings focus on the 85% who are not ready now, but may want to buy in the next 12 months.

2. Lead generation mailers offer a low threshold way to attracting interest. It is easy to say yes to the next step.

3. You aren’t excluding people simply by virtue of them not being available for a particular seminar.

Costs

1. You must know how much this strategy will cost you. This is true of any media, but the good news is this is a proven way to generate leads.

2. This is not a one and done strategy. The value is in the follow-up. A follow up to the same list a month later can pull up to 50% of the first mailing. It takes commitment.

3. Response takes time, but with consistent follow up you can expect to convert many into IFA appointments and high value clients.

Benefits

1. Seminars tend to focus on the 15% of an audience who may be ready to interact, lead generation mailings focus on the 85% who are not ready now, but may want to buy in the next 12 months.

2. Lead generation mailers offer a low threshold way to attracting interest. It is easy to say yes to the next step.

3. You aren’t excluding people simply by virtue of them not being available for a particular seminar.

Costs

1. You must know how much this strategy will cost you. This is true of any media, but the good news is this is a proven way to generate leads.

2. This is not a one and done strategy. The value is in the follow-up. A follow up to the same list a month later can pull up to 50% of the first mailing. It takes commitment.

3. Response takes time, but with consistent follow up you can expect to convert many into IFA appointments and high value clients.

Pay For The Leads You Receive

Over the years we have built confidence that this approach works.

Of course, that’s easy to say when someone else pays for the data and mailings!

We are experts in generating leads for seminars. Ours is a unique approach and we are ready to take the risk on your behalf. Which means you will only…

Pay for the leads you receive

If the mailing fails (yes, we have seen mailings that do this) we pay for it. It keeps us focused on delivering high quality IFA leads and delivering potential clients for your practice.

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

Welcome to Direct Mail Agency

Welcome to Direct Mail Agency

About Us

We are two companies working in partnership to help you attract new clients through the medium of direct mail. 

Finely Fettled is a marketing agency based in West Yorkshire, focused on providing direct mail and data solutions mainly to companies seeking affluent individuals as customers. Finely Fettled markets the UK High Net Worth Database, which is a database of several million affluent individuals. Finely Fettled brings real data understanding to the team, so our IFA leads are ideally profiled and are the most likely to be attracted by your financial adviser proposition. 

Sharper Print, has huge expertise in developing and delivering seminar and lead generation direct mail campaigns. They are masters of sourcing all aspects of direct mail campaigns, such as print and postage. This means your IFA leads campaign has the best chance of meeting and exceeding your campaign goals. In the last couple of years alone, they have produced thousands of high quality leads. 

Together, the team is very strong. A team you can rely on to get you the results you want.

About Us

We are two companies working in partnership to help you attract new clients through the medium of direct mail.

Finely Fettled is a marketing agency based in West Yorkshire, focused on providing direct mail and data solutions mainly to companies seeking affluent individuals as customers. Finely Fettled markets the UK High Net Worth Database, which is a database of several million affluent individuals. Finely Fettled brings real data understanding to the team, so our IFA leads are ideally profiled and are the most likely to be attracted by your financial adviser proposition.

Sharper Print, has huge expertise in developing and delivering seminar and lead generation direct mail campaigns. They are masters of sourcing all aspects of direct mail campaigns, such as print and postage. This means your IFA leads campaign has the best chance of meeting and exceeding your campaign goals. In the last couple of years alone, they have produced thousands of high quality leads.

Together, the team is very strong. A team you can rely on to get you the results you want.

 Do you have questions for us?

Email DirectMail.Agency and we’ll get right back to you.

Direct Mail Agency

Drop us a line

11 + 9 =

Silsden
Keighley
BD20 0BS

01535 654930

Silsden

Keighley

BD20 0BS

01535 654930

Monday

9:00 am – 5:30 pm

Tuesday

9:00 am – 5:30 pm

Wednesday

9:00 am – 5:30 pm

Thursday

9:00 am – 5:30 pm

Friday

9:00 am – 5:30 pm

Saturday

Closed

Sunday

Closed

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

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An easy to follow comparison between morning and evening seminars 

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