Plum Direct Marketing

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Financial Planning Industry

Lead Generation. Brand Awareness.

Professionals in the financial planning industry can significantly grow their business using a number of online and offline marketing tactics. No matter what audience you wish to target, the anchor of financial planning marketing is trust. All of the services we provide aim to build trust with your potential clients so that you can capture more leads and increase conversions.



Direct Mail

List Generation

Graphic Design

Online Advertising

Web Design

Considering Motivations

When it comes to marketing your financial planning products/services, we sell your prospects on the benefits, not the features. We start by defining your target audience’s motivations for wanting financial advice. People don’t want to attend seminars or meet with financial planners. They want financial freedom so that they can spend more time with their families. They want to retire with security knowing that they won’t outlive their savings. Emotional appeal is necessary to convince prospects that the benefits of working with you will be worth the time and money spent. We apply this concept to each of the services we provide to financial planning professionals.

ROI Improvement Chart
Financial Seminar Postcard Examples

Direct Mail

Direct mail has proven to be one of the most effective marketing strategies for financial planers/advisors to get new clients. Plum has years of experience generating leads for one-on-one appointments, and increasing seminar attendance. We produce high-quality mailers. From personal letters that communicate with current clients, standard sized postcards, to wedding-style invitations that capture leads and spread brand awareness.

Our campaigns are successful because we compile a highly-targeted mailing list that matches the demographics of your target audience. We deliver an enticing message to a relevant audience to ensure that you get the response you’re looking for without wasting money. Direct mail campaigns capture attention and push prospects. We use attractive designs and persuasive calls-to-action to drive them. Whether you want them to: make the call, schedule an appointment, visit your website, or RSVP to your seminar, direct mail can help drive those actions. 

Website Design

Your online presence is an essential part of your marketing strategy as a financial professional. Our mobile-responsive websites for Financial Advisors engage potential clients. Websites that generate leads, and build a trustworthy brand image. Plum designs websites with the tools you need to grow your business and keep your clients coming back. We can customize your website with capabilities that increase conversions. Capabilities like online appointment settings or a blog that you can update with engaging content. With optimized content and irresistible calls-to-action you can showcase your expertise. Your content can communicate your value, collect leads, and convert more visitors. 

Responsive Site Mockups
Spencer & Company Landing Page

Landing Page Design

Landing pages boost conversions, whether they be online or offline. Don’t send your interested prospects from an advertisement to your homepage. Send them to a campaign-specific landing page. Then there is nothing to distract them from completing your desired action. Collect more leads, get more event registrations, and improve your campaign ROI with our custom landing pages.

Other Work

Contra Stationary for Branding

Contra Energy

Multi View of Lepage Insurance Website

LePage Insurance

Tea Set for From The Seoul

From The Seoul

Spencer and Company Magazine Ad

Spencer & Company

Marketing Solutions
That Work

Plum provides the comprehensive marketing services needed for a financial advisor to grow their business. From creative design and branding services to online advertising, we strategize to reach your target audience with the right message to influence action.

Request Direct Mail Samples