Plum Direct Marketing

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Wealth Management Industry

Lead Generation. Brand Awareness.

Many online and offline marketing tactics help Wealth management professionals grow their business. No matter the audience you wish to target, the anchor of wealth management marketing is trust. All the services we provide aim to build trust with your potential clients. This way you can capture more leads and increase conversions.



Direct Mail

List Generation

Graphic Design

Online Advertising

Web Design

Financial Industry Website Mockup

Considering 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

Direct mail has proven to be one of the most effective marketing strategies for wealth managers. Gaining new high net worth clients. Plum has years of experience generating leads with direct mail campaigns. We produce high-quality mailers: personal letters that communicate with current clients, informational brochures, postcards and wedding-style invitations. Each designed to capture leads and spread brand awareness.
Our campaigns are successful because we compile a highly-targeted mailing list that matches your target audience. We gather addresses within a certain area based on income or investable assets (you set the guide). We deliver an enticing message to a relevant audience, ensuring that you get the response you’re looking for without wasting money. With professional designs and persuasive calls-to-action, our direct mail campaigns capture attention. They push prospects to make the call, schedule an appointment, or visit your website/landing page. Whatever actions you desire, our wealth management direct mail campaigns can help.

Website Design

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 Page Design

Landing pages boost conversions whether they are online or offline. Rather than send interested prospects from an advertisement or direct mail piece to your homepage, send them to a campaign-specific landing page. This way, there’s 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 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