Rosewell Wealth Management Direct Mail Campaign Brings in the Money!
The Opportunity
Rosewell Wealth Management spent thousands of dollars on print and radio advertising to reach an audience with $1M in assets to sign on with the company, with no results.
The Challenge
Rosewell Wealth Management needed to create a better way to reach and sign this target audience.
The Solution
A five-tiered direct mail “Heavy Hitters” campaign was developed to introduce, entice, explain, elaborate and send a call-to-action branded product and letter to a group of 125 people identified as investor prospects.
First, we decided on a selection of products that would engage and intrigue the prospects. Next, we drafted a letter on each product to convey its use and function. It described how Rosewell Wealth Management would use the product to protect and grow the prospect’s retirement (nest egg) investments.
The Result
Rosewell Wealth Management received 24 initial discovery meetings, signed on 12 new clients, achieved a 60% increase in managed assets, and increased gross revenue by 16%. In addition, we received a Gold Pyramid Award for Consumer Programs in 2012 and were featured in a March 2012 article in Promotion Product Distributor magazine.
“The planning and execution was flawless. The ROI surpassed all expectations and we will do this again.”
—David R.
Contact us today to learn how we can create Brilliant Branding for you!