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Old 22-04-09
gareth_concise gareth_concise is offline
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Default Re: Financial Planning Leads

Hi Andrew,

Have you tried Direct Mail Marketing? This is by far the best sort of marketing for your industry. We have clients including banks, finance brokers and financial advisors. Some small like yourself, some big.

Direct Mail marketing is personalised mail marketing to a targetted audience. Work out who your audience is. Are they young, old or middle aged. Do they have disposable incomes >$50k, etc etc.

You can purchase databases of almost any demographic (ie: above) just about anywhere in Australia. You then hire the services of a copywriter who will write an excellent letter with an excellent offer. Something like "Free consultation at your home" - people do not respond to "10% Off" deals. You then mail out 500 as a try. Follow up with a few phone calls. If it works, send another 500. If it doesn't go back to your letter. Keep testing and measuring.

If you want more info on databases and direct mail, visit www.concisemail.com.au or email me gareth@conciseservices.com

Also, Adwords is a great idea however can be very expensive in your industry and you have to have a VERY good website. No point getting the traffic if you can't convert them. I would stay away from newspaper ads, flyers, junk mail etc. Look at referral sources too!

Finally, ring your current clients and ask them for a one friend each who they think might need some help. Also ring the local accountants in your area and setup strategic partnerships with them.

Cheers!
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Gareth
Concise Services

Perth: 08 9332 2186 | Mandurah: 08 9582 8866 | Bunbury: 08 9774 0106

Websites: www.conciseservices.com | Direct Mail Marketing | Logo Design & Branding | Printing - Business Cards, Flyers, Letterheads.

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