Plum Direct Marketing

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Wealth Management Industry

Resonate, Capture, Convert: Strategic Marketing for Wealth Leaders

As a wealth management expert, capturing the attention and trust of potential clients demands a strategic approach.

At Plum, we cut through the noise with tailored marketing strategies designed exclusively for the unique intricacies of the wealth management industry. Whether you’re targeting high-net-worth individuals, retirees, or small business owners, we turn the challenges of building trust and standing out into opportunities for growth. Through our comprehensive online and offline marketing solutions, we ensure you not only reach your target audience, but your expertise resonates with them.  

Ready to transform your wealth of knowledge into a powerful tool for client acquisition and industry prominence? Let’s get started. 

SERVICES

Branding

Direct Mail

List Generation

Graphic Design

Online Advertising

Web Design

Financial Industry Website Mockup

Prioritizing Prospect Motivations

We sell your prospects on the benefits when marketing your wealth management services. We start by defining your target audience’s motivations for wanting wealth management. People don’t want to attend seminars or meet with wealth managers. They want to feel secure knowing that a trustworthy expert is managing their assets. They don’t want to worry about risk management. 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 wealth management firms.

ROI Improvement Chart
Financial Seminar Postcard Examples

Direct Mail: Your High-Net-Worth Harvesting Tool

Plum’s direct mail mastery is your key to acquiring high-net-worth clients fast. No-nonsense, just tangible results. We deploy powerhouse mailers – personalized letters, information-rich brochures, attention-grabbing postcards, and even upscale wedding-style invitation mailers – precision-engineered for maximum impact. 

Our secret weapon? Laser-focused targeting. You set the criteria – location, income, assets – and we hit the bullseye. This isn’t about broad strokes; it’s about hitting your target with laser precision. Every piece packs a punch, engineered to grip your audience and ensure a response that drives your objectives. No wasted resources, just strategic deployment. 

Our custom designs instill trust in your firm’s brand, and our calls-to-action demand action. Whether it’s making that critical call, setting appointments, or visiting your site, our direct mail campaigns are a call to arms. In a world where every second counts, our direct mail campaigns are your express lane to wealth management prominence.  

Websites that Build Trust.

Your online presence is an essential part of your wealth management marketing strategy. Our modern, mobile-responsive websites can help educate and engage potential clients. We offer websites that generate leads, and build a trustworthy brand image. Plum designs websites equipped with the tools you need to grow your business and keep your clients coming back. We will customize your website with capabilities that increase conversions. Capabilities like online appointment settings or a blog. Blogs showcase your expertise, communicate your value, and collect leads. Convert more visitors with this optimized content and calls-to-action that prospects can’t resist.

Responsive Site Mockups
Spencer & Company Landing Page

LANDING PAGES that Convert.

Showcase industry-specific knowledge through our campaign-targeted landing pages, positioning your firm as the go-to resource. These precision-crafted pages serve as tailored solutions, ensuring your marketing strategies hit the mark every time.  

Key Features of our Landing Pages: 

  • Crafted for specific financial solutions: retirement planning, investment management, or estate planning. 
  • Distraction-free design: increases the likelihood of desired actions. 
  • Gain valuable data-driven insights: for strategy refinement. 
  • SEO optimization: for increased visibility to a targeted audience actively seeking financial assistance. 
  • A/B testing: for continuous refinement of approach through testing variations. 

Driving Client Engagement: Visitors discover tailored solutions, fostering trust and engagement. Easily sign up for educational workshops, seminars, or clinics directly addressing wealth management concerns.  

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 wealth managers 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