direct mail Archives - Don Connelly & Associates

5 Essential Lead Generation Tools for Financial Advisors

/ by Don Connelly / Prospecting / 0 comments

A common mistake many advisors make is to look to lead generation as a short-term solution to a dwindling pipeline, with bursts of activities such as cold calls, direct mail, email blasts, or scheduling webinars. While these can sometimes work to fill the void temporarily, they can be very time-consuming, inefficient, and unpredictable.

To ensure a constant flow of qualified leads, lead generation must be built into your daily practice as a machine continuously attracting leads to your pipeline. Fortunately, with digital technology tools, generating qualified leads is easier than ever.

Here are the essential tools available to any advisor seeking to create a systematic process for generating non-stop qualified leads:

Five Reasons Why Financial Advisor Should Include Direct Mail in Their Marketing Strategy

/ by Don Connelly / Marketing Yourself / 0 comments

In a digitally dominated world, your clients and prospects are overwhelmed by emails, text notifications, pop-up ads, and other forms of instant communication. With many financial advisors adopting a digital-first approach to marketing, it may be time for advisors to go back to the tried and true—direct mail. While it’s true that digital marketing has become the sleek and shiny way to attract clients, it may not be the most effective.

Direct mail is far from dead and, in fact, might be your salvation for reviving your lead generation. Here are five reasons why that may be.