Financial Advisors Acquire $2.1M AUM With Business Growth Postcard Campaign
This financial planning firm wanted to target small business owners and high-income professionals who needed help growing their assets and retirement portfolios. Their website had traction, but inbound calls were…
The Challenge
This financial planning firm wanted to target small business owners and high-income professionals who needed help growing their assets and retirement portfolios. Their website had traction, but inbound calls were flat. They needed to reintroduce themselves with a strong, credibility-driven message.
The Strategy
They mailed 5,100 postcards with the bold headline “We Will Grow Your Business.” The design highlighted their core strengths: personalized planning and proven investment strategies. OMNI reach SMB launched Google and Facebook ads in the same zip codes, using matching design, and tracked every call, form, and click.
The Results
The campaign produced 26 total responses — 21 tracked phone calls and 5 form completions. They booked 13 consults, closed 8 new clients, and acquired over $2.1M in new AUM (Assets Under Management). Ads delivered 15,000+ impressions and over 210 combined clicks.
$2.1M Assets Under Management 662% Estimated ROIDigital Ad Network Performance
| Platform | Ad Displays | Clicks |
|---|---|---|
| 8,800 | 111 | |
| 6,200 | 102 |
Key Takeaways
Business growth messaging drives leads better than passive “retirement” phrasing
OMNI reach SMB allowed for clear attribution from click to call to account
Clean, professional postcard layout earned high trust on first impression
ROI outperformed seminar invites and online-only leads
Customer Reviews
“We brought in $2.1M in new assets — that’s unheard of for a direct mail piece.”— Brent Callahan, Titan Financial Group
“This was clean, trustworthy, and results-driven. We closed 3 high-net-worth leads directly from it.”— Jennifer Liu, Forward Planning Partners
“Postcard + ads + OMNI gave us total control over this funnel. Strongest campaign we’ve had in years.”— Marcus Ellison, GrowthLane Advisors