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  • A list of approximately 1,000 prospects with one million or more in investible assets near your office.
  • A 12-month postcard campaign, sent out automatically each month, branded with your photo, logo, and contact information.
  • 12 postcards designed, using direct response best practices, with an appealing, newspaper-style layout, and trending financial topics.
  • 3 Direct Response Reports on timely investment subjects for use as opt-ins to drive inbound traffic.
  • A DID tracking phone number to track all inbound calls, and a scannable QR Code, to drive leads to a designated landing page.