Financial Planner Prospecting Letter Samples!

Below are two different types of financial planner planner prospecting letters.

The first letter is a low key soft selling letter that most planners would feel comfortable using in their marketing efforts to attract new clients.

The second letter is a more aggress emotional direct response marketing lead generation letter.

Financial Planner Introduction Letter #1.

Continue reading Financial Planner Prospecting Letter Samples!

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Life Insurance Prospecting Letter Samples!

Can a simple life insurance prospecting letter generate a flood of leads for your agency? The short answer is no. But you may be able to generate a few new clients from a letter if it’s sent to the right list.

There’s an old saying (I’m paraphrasing), ‘I don’t know one way to get 100 new clients in the door. But I do know ten ways to get one’.

Combine a direct mail with your other online and offline marketing strategies and you will get a steady trickle of prospects.

If you have a list of clients who know you or if you are fortunate to have permission to mail to another professionals list (CPA, Financial Planner, Broker etc), then a modeling and mailing letter like this may help you generate life insurance leads. Continue reading Life Insurance Prospecting Letter Samples!

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Sales Letter Examples and A Case Study!

In this article I am going to reveal some sales letter examples in a case study format. Mostly you are just interested in seeing the letters but it would benefit you do know the back story to these letters.

Years ago, one of my customers, Tom Roberson, actually followed the directions I laid out for him in terms of targeting small business owners in his local area, and he got at least a 20% appointment ratio with  after one follow up call (I say, ‘he actually followed my directions’ because getting clients and customers to actually follow directions is a massive challenge, which is why I rarely take clients on anymore). Some of them even called him first!

Although he was selling group legal expense plans, who cares! Any sales letter that works can easily be adapted to fit into what you want to sell.

This is the Ultimate Example of how to write a series of sales letters to get maximum results. The sales letters I wrote used “grabbers”, headlines, and a combination of a headline with grabbers. Plus, the copy really focuses on the benefits without revealing too much.

direct mail letter

It took many hours to write these sales letter examples. I agonized over the copy. And when I finally finished I came to the conclusion that when it was all said and done, I would charge a client at least $10,000 plus royalties to write them. But, now you can model them for your business, or use them as an exercise in writing ad copy.

This sales letter example is not just one letter for you to read and wonder about. I am very much opposed to sending one letter because if you think about the psychology of marketing, getting someone who doesn’t know you from Adam to do business with you from one measly letter is a huge waste of time and money (and is also the number one reason most people say, ‘Direct Mail Doesn’t Work’).

In this case study I used a sequence of not one, not two, and not three, but a sequence of 4 letters! That’s how you do folks.

I digress. So I used, once again, Million Dollar Bills on the first letter this time (in some of the sales letter examples on this site I use the Million Dollar ‘Grabber’ on the third letter in the sequence).

Side Bar: Keep in mind I used 5-7 Million Dollar Bills attached with two jumbo golden plated paperclips which looks awesome! Continue reading Sales Letter Examples and A Case Study!

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Business To Business Marketing Letter Sequence!

Here is a business to business marketing letter sequence for you to model…

Attention: This letter sequence is missing something very important on the first two letters. A picture of yourself with a short interesting caption, aligned to the left hand side of the headline. The reason it is not shown here is because I can’t format the text.

However, I will get images of the letters up shortly so be sure you are on my list or you subscribe to my feed for notification (as well as other killer marketing tips and advice your competitors don’t want you to know)…

Here is an example of a nice picture with an interesting caption:

business woman at desk smiling

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Business Opportunity Letter

The following free business opportunity lead generation or prospecting letter can be modeled for just about any business opportunity.

As with many of the marketing letters on this site we are using the million dollar bill to grab the attention of the prospect. But you don’t have to use it. It works, but there are many other grabbers you can use (also known as ‘Lumpy Mail’). Read this for details on using grabbers and a marketing letters system for more details.

Also, keep in mind this letter needs more formatting…just bolding and typesetting etc.

Why Have I Attached These Genuine Looking Million Dollar Bill(s) To This Letter?

million dollar bill

Dear Fellow Entrepreneur,

The Million Dollar Bill you see can’t be redeemed at any bank. But hold on to it (them) because you may be able to turn it into the real thing… Continue reading Business Opportunity Letter

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Free Marketing Letters System!

If you found this page on marketing letters before reading this article on cold calling, it may be a good idea to start there first…

One of THE most effective methods for getting prospects interested in your products and services via direct mail marketing letters is to offer a FREE Marketing Audit (or something similar) in the area of your expertise.

The marketing letters and lead generation systems that I am going to show you are loosely based upon this concept.

What is an Audit?

That’s really up to you, but ultimately it’s a method by which you gather information from your prospects so that you can match the right product or service for their needs and wants.

I am sure every time you meet with a customer and analyze their needs to give them a quote you ask them questions to qualify them, right? Write all these questions down, and create a simple survey (you may already have one that you or your company has for your appointments). And now you have your audit.

But don’t call use your marketing letters for a FREE Quote or anything related. Because you are asking for trouble. Two things happen in your prospects mind when they want a free quote: Continue reading Free Marketing Letters System!

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Cold Calling? Never Again!

Never Cold Call Again! Use This Simple And Fun Prospecting Secret To Get Appointments With Hard To Reach Prospects!

One of my top 5 prospecting and lead generation methods: If you want to stop chasing rabbits and start hunting down and dropping elephants, try this killer prospecting secret I learned over 11 years ago…

There is a common theme in the business world when it comes to marketing letters and prospecting…

“Cold Calling is a cost effective way to get new business.”

It’s cost effective in the short run, and it can be lucrative…if you’re lucky.

These two benefits of cold calling keep business owners plugging away at it. Continue reading Cold Calling? Never Again!

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