Financial Advisor Marketing Podcast with hosts Stephen Oliver and Justin Miller
Direct Mail Secrets for Finacial Advisors

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Podcast Guest:
Justin Miller from Profit 911 - Jurassic Marketing - www.Profit911.com

Meeting Purpose: Discuss direct mail marketing strategies and tactics for financial advisors.

Key Takeaways:

• Direct mail gets more attention than email due to low volume of physical mail.
• Newsletters are an easy and effective tactic for client communication.
• Targeted, personalized direct mail works better than broad, generic campaigns.
• Ongoing prospect follow-up via direct mail is very effective but rarely done well.
• Tracking responses is critical to optimize campaigns over time.

Topics: Introduction:

• Justin Miller is the founder of Jurassic Marketing, a direct mail marketing agency.
• They help advisors with newsletters, prospecting, and other direct mail services. Direct Mail vs. Email
• People get hundreds of emails daily but only a few pieces of mail.
• Physical mail stands out and gets more attention.
• Mail builds more trust as recipients know it cost money to send. Newsletters for Client Communication
• Monthly print newsletters are the easiest way to stay top of mind.
• Include community outreach, advisor activities rather than just technical info.
• Newsletters get calls even if contact info is saved elsewhere. Targeting and Personalization
• Target ideal niche, geo-expand, rather than broad demographics.
• Personalized mail with custom messaging converts better.
• Find targeted lists through magazines, associations etc. Ongoing Prospect Follow-up
• Consistent mail touchpoints over time work extremely well.
• Drip sequences with unique mail pieces build familiarity and trust.
• Prospects come back years later due to ongoing communication. Tracking and Optimization • Use unique phone numbers, URLs, QR codes to track responses.
• See what messaging and offers generate interest over time.
• Refine targeting and messaging for future campaigns.