Estate Planning Firm Fills Two Seminars With Targeted Direct Mail + OMNI Campaign
This estate planning firm needed to attract new prospects for two educational dinner seminars focused on wealth preservation, Social Security, and legacy planning. They had tried email and seminar lead vendors in the…
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Days Hours Minutes Seconds Financial / Estate Planning Seminar Campaign “Nearly every seat was filled — it’s the best seminar campaign we’ve ever run.”
The Challenge
This estate planning firm needed to attract new prospects for two educational dinner seminars focused on wealth preservation, Social Security, and legacy planning. They had tried email and seminar lead vendors in the past but wanted more control and visibility into performance.
The Strategy
They mailed 5,200 postcards featuring a smiling couple and clear copy promoting a Free Lunch Seminar with zero obligations. Dates, times, and venues were bold and easy to read. OMNI reach SMB launched synchronized Google and Facebook ads to reinforce awareness and increase response. All seminar calls and form submissions were tracked in one place.
The Results
The campaign generated 36 total responses — 25 tracked calls and 11 online RSVP form completions. Both seminars were filled to capacity. Post-event consultations yielded 7 new trust planning clients with a combined $1.89M in assets under planning. Ads generated 15,500 impressions and 217 clicks.
$1.89M Assets Under Management 642% Estimated ROIDigital Ad Network Performance
| Platform | Ad Displays | Clicks |
|---|---|---|
| 8,600 | 113 | |
| 6,900 | 104 |
Key Takeaways
Personalized wealth seminars work best when messaging is warm, informative, and transparent
OMNI reach SMB allowed full-funnel tracking from postcard to RSVP to client
Direct mail filled both venues faster than the previous lead vendor
Postcard cost per acquisition was 45% lower than seminar co-op programs
Customer Reviews
“This filled our calendar with consults. It’s the most trackable, effective campaign we’ve run.”— Cheryl Harmon, LegacyGuard Financial
“We got real RSVPs — not just clicks. Postcards combined with OMNI sealed the deal.”— Victor Ramirez, FamilyFirst Planning Group
“The seminar follow-through was excellent. Clear, elegant branding and fully trackable calls.”— Daniel Cho, Secure Path Advisors