Get More Clients.
Bring in more new financial planning clients.Financial advisors use EDDM postcards to reach high-net-worth households and pre-retirees in their service area with educational content and consultation offers. Direct mail builds the trust that financial relationships require.
Campaign Types That Work
Retirement Planning Workshop
Invite pre-retirees to educational seminars that demonstrate your expertise and generate one-on-one consultations.
Market Update Mailer
Position yourself as a steady hand with timely commentary during market volatility.
Life Transition Outreach
Reach households experiencing divorce, inheritance, or career changes that require financial guidance.
Second Opinion Campaign
Offer a complimentary portfolio review to prospects who may be underserved by their current advisor.
Templates coming soon
Financial Advisors templates are on the way
We're building ready-to-personalize postcard templates for financial advisors businesses. Drop your email and we'll alert you the moment they launch — or start a custom design now with a free expert review.
Why L&B Printing?
- Every direct-mail file reviewed by an L&B expert before print — free
- Decades of NJ campaign data
- We handle USPS bundling and delivery