The Biggest Direct Mail Mistake Financial Advisors Make

Podcast: Financial Advisor Marketing Podcast · James Pollard

Opublikowano: 2026-10-05

If you've run direct mail campaigns in the past and they haven't resulted in new clients, you're probably making a mistake that 90% of financial advisors make: Your direct mail campaigns look like marketing. Problem is, your ideal clients hate being sold to (even if they desperately need your financial services). And so, if your mailers even smelled like marketing then they were tossed directly into the trash can. But here's the good news: This is an easy problem to fix once you're aware of it. And it can significantly increase the response of al...