If you’re a financial advisor, you already know the hard part isn’t getting your name out there. It’s getting people to trust you enough to take that next step.
You don’t need louder marketing. You need something that shows you’re worth listening to in the first place. That’s why direct mail still works in 2025.
Not the mass flyers. Not the vague “Free Consultation!” cards.
We’re talking about direct mail that’s personal, intentional, and well-timed, the kind that feels steady in a sea of scrolling and self-promotion.
Done right, direct mail becomes a signal:
“I’m not going anywhere. I’m here when you’re ready.”
Here are 4 quick tips on how to do make direct mail marketing work for you in 2025 (and beyond).
1. Lead With Usefulness, Not a Hook
If you lead with a pitch, it gets tossed.
If you lead with something they can use, it gets read (and sometimes kept).
Try sending something practical that doesn’t require them to book a call just to get value:
- A seasonal checklist: “5 Tax Moves to Make Before December 31”
- A guide for families: “How to Talk to Your Kids About Money”
- A simple self-check: “Is Your Retirement Plan on Track?”
Not every piece of mail needs to sell. Some just need to help.
Tip: You already know what your clients ask you the most. Start there.
2. Make It Personal (Because Money Is)
No one wants to feel like one of a thousand names on a spreadsheet.
And in financial planning, the stakes are too high to feel generic.
Variable Data Printing (VDP) lets you adjust messaging based on income, life stage, even location.
For example:
- “Three Planning Moves for Business Owners Earning Over $250k”
- “New Parent? Start Building Your Family’s Safety Net”
- “Approaching Retirement? Here’s What to Double-Check This Year”
You’re not writing to everyone. You’re writing to someone. This tech just helps you prove it.
3. Connect the Mailbox to the Next Step
The smartest mail doesn’t ask for a phone call. It makes one possible.
Include:
- A QR code to a calendar link or downloadable guide
- A short link to a landing page that matches the mailer’s tone
- A follow-up article or resource tailored to what they just read
No pressure, no pitch. Just an easy, low-friction way for them to keep engaging when they’re ready.
Bonus: Most QR platforms (like Bitly or Flowcode) offer scan tracking, so you can see who’s interacting without needing a full CRM. Even a simple spreadsheet can help you keep tabs on engagement over time.
4. Don’t Rely on One Piece of Mail
If you think one postcard builds trust, you’re setting yourself up to be forgotten.
Send a short campaign instead, three or four pieces over 6–8 weeks:
- First Mailer: A checklist or educational piece
- Second Mailer: A client story or testimonial
- Third Mailer: A low-pressure invitation to talk, book a review, or attend a workshop
This isn’t about chasing people. It’s about showing up in a way that feels steady and professional.
Most of your prospects won’t respond right away. But they’ll remember who followed through.
Final Thought
You may be thinking:
“I know I need to stand out. But is mail really the best way to do that in 2025?”
Here’s the thing: Most advisors are doubling down on digital. Which means the more crowded inboxes and social feeds get, the more memorable it feels to receive something real.
Direct mail doesn’t replace your digital strategy. It rounds it out. It gives people a quiet, tangible way to hear from you when they’re thinking about their money and their future.
And when it’s personal, useful, and well-timed? It works.
Don’t guess your way through direct mail. Let’s map out a strategy that actually works. Talk to Plum →
Next Up: How Insurance providers can cut through the noise with marketing that’s clear, targeted, and actually remembered.
