For most Financial Advisors, their leads sit in a database or on an Excel spreadsheet and nothing is done with them. Some advisors use a "Drip" type contact system where they send flyers or newsletters to those leads on a monthly or quarterly basis. They have to write and produce the pieces themselves, hire in-house staff, or outsource to a local printing company. While that's better than doing nothing, the time, energy, and money it takes to produce those materials usually don't justify the overall expense.

With PSI!, you can select from a wide range of printed materials with just a phone call. Each is designed to rekindle that relationship you established at your seminar.

When looking at the selection of Postcards, Greeting Cards, and Newsletters, you will notice that none of them say anything specifically about retirement, financial planning, long term care or anything that would make these pieces seem like a direct solicitation for business.

You've heard the old sales adage: "People buy from people". Prospects don't buy the product, they buy because the person they work with is someone they KNOW, LIKE and TRUST.

Remember, when you had these prospects at your seminar, you began to develop a relationship with them. You seminar is, was, and should be, a social event. So why would you send a sales-related follow-up to someone who attended your informational, social dinner event?

Each mail piece is designed to rekindle that connection established at the dinner seminar in a subtle, no-pressure way.

Remember, this is still marketing so we want to make sure the person who receives the piece knows that it came from YOU.

Once you plan your print campaign, you will be able to personalize it. Each piece needs to have a “call to action” component. Whether it’s "Call today for your free financial service consultation" or "Call to receive our complimentary copy of a Seniors Guide to Retirement Planning", the key is to ask them to contact you. Our Postcards and Greeting Cards are a quick and easy way to keep in front of your past seminar attendees. Our Newsletters are filled with stories and information regarding the social aspects of senior lifestyles. This approach has proven to get people to keep it (and your name) around the house.

Remember, regardless of the print style you choose, you need to be in front of your leads every month. Depending on the number of people you want to be in front of and how much you want to spend, PSI! makes it easy to create a multi-month campaign designed to rekindle those leads into appointments and ultimately, new sales!

Please call 1-888-467-2283
to begin making your Post Seminar IMPACT!