Financial Firm Attracts $1.6M AUM With “Secure Your Future” Targeted Outreach
This wealth management firm was targeting high-net-worth individuals nearing retirement. Despite a strong referral network, they needed a professional, trackable way to generate leads for long-term investment…
The Challenge
This wealth management firm was targeting high-net-worth individuals nearing retirement. Despite a strong referral network, they needed a professional, trackable way to generate leads for long-term investment guidance and personalized retirement strategies.
The Strategy
They mailed 4,800 postcards with a polished, modern design featuring a confident handshake and the headline “Secure Your Future.” The messaging emphasized expert guidance and personalized financial strategies. OMNI reach SMB launched display ads on Google and Facebook using matching visuals and tracked all calls and clicks through a unified dashboard.
The Results
The campaign generated 22 total responses — 18 phone calls and 4 form submissions. They booked 11 consults and converted 7 new clients, securing $1.6M in new assets under management. Digital ads delivered over 13,800 impressions and 202 total clicks.
$1.6M Assets Under Management 624% Estimated ROIDigital Ad Network Performance
| Platform | Ad Displays | Clicks |
|---|---|---|
| 7,900 | 104 | |
| 5,900 | 98 |
Key Takeaways
Clean design and strong trust-building visuals outperformed passive postcard formats
OMNI reach SMB helped the firm track every lead from click to call to conversion
Results beat seminar-driven campaigns and cold outreach by over 60% in ROI
Clients referenced the exact phrases from the postcard when calling to book
Customer Reviews
“This was a high-end design that matched our brand perfectly — and the results spoke for themselves.”Amy Delgado, SecurePath Wealth
“Clients quoted our headline word-for-word when they called. That’s how you know it resonated.”— Jason Kwon, Clarity Capital
“From print to click to call, OMNI made the campaign easy to manage and very effective.”— Heather Roark, GoldenBridge Financial