Financial Advisors Using Direct Mail for Prospecting and Building Rapport with Clients Macromark 2014-07-24 01:51:56 Our Blog

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Financial Advisors Using Direct Mail for Prospecting and Building Rapport with Clients

Jul 24 | By:  Categories: Our Blog

In our previous articles, Macromark has discussed several industries that have benefited greatly from either adding or increasing their direct mail marketing strategies. From nearly all of the big banks to restaurants to small businesses in the health and beauty industry, many businesses have seen measurable, monetary results through incorporating direct mail marketing.

Another industry that is boasting about results from their direct mail marketing efforts is that of financial advisors. What advisors are finding is that many people are retreating to direct mail to distance themselves from the clutter of the digital platforms. Of course, Macromark is not in any way denouncing the significance of digital marketing; we’ve stated several times that both mediums work better when used in tandem, and advisors are finding the same results.

Bob Jackson of Jackson Financial Advisors has found success, particularly in hand-addressed mail. Located in Scottsdale, Arizona, his clients include business owners and retirees; Jackson uses direct mail primarily to get their attention. Other companies say direct mail keeps them at the top of people’s minds, so campaigns are very effective, especially when paired with digital marketing.

Macromark is always thrilled to hear of how many industries are realizing success based off of direct mail marketing efforts. For decades, we have brokered top-quality lists across a number of industries and have seen the success of these companies. Once a dedicated, focused campaign is set in place and executed, there is a strong chance of successful returns, either in lead generation or sales.

Macromark will continue its push to be the top direct mail company, specializing in acquisition, retention, monetization, and brokering lists that have lead to countless amounts of successful campaigns.


Fraser, B.W., “Why direct mail still works for advisors,” Financial Planning, July 11, 2014;

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David Klein

David Klein

David Klein is CEO and President of Macromark, Inc. David has a rich and deep background in direct response marketing. His experience comes from being a consultant and list broker with more than 25 years in the Industry; working with several hundred different clients in just about every industry, market or niche found in direct mail. David is a graduate of the University of Illinois with high honors advanced degree course work in Marketing Communications from Roosevelt University in Chicago. Part of Macromark’s vision is to help its clients succeed in their acquisition efforts for finding new customers regardless of the marketing channel or media used. Add me to your G+