Jesse Stein

I hope you enjoy reading this blog post. If you want our handwritten notes to drive more sales for you, click here.

Get ready for amazing results with our selection of 10 Incredible Handwritten Notes for Financial Advisor Marketing! These templates will help you create top-notch notes and form deep connections with each person receiving the note.

Before you start crafting your cards for financial advisor marketing, here are some tips to keep in mind; tips we have gained from sending out thousands of handwritten notes on behalf of our clients.

Tips and Tricks for Successful Handwritten Notes Campaigns

Handwritten note campaigns are a personalized and effective way to connect with customers, clients, or supporters. Here are some tips and tricks for making your financial advisor marketing campaign successful:

  • At least half your notes should be educational and not promotional to establish yourself as a knowledgeable resource, which will help you to build trust and credibility with your audience. This is particularly important if you are in a competitive field or where people are looking for expert advice.
  • Combine the notes with digital-marketing follow-up to increase your chances of success. This can help reinforce your message, build relationships with your audience, and drive conversions. Utilize email campaigns, social media, and other digital channels to stay in mind with your audience and ensure your message is heard loud and clear.
  • Write the notes with a blue pen for readability. Blue ink tends to be less prone to smudging and bleeding through the paper, ensuring that your notes remain clear and legible over time. So, if you want to maximize the readability of your notes, consider using a blue pen.
  • The text should be 350-650 characters to keep it concise and readable, helping to ensure your message is straightforward and easy to understand without overwhelming your audience with too much information. Keeping your text within this range makes it more likely that people will read it all the way through rather than skip over it due to length.
  • Include a QR code on each note to drive recipients to a targeted landing page or trustworthy website. By scanning the QR code with their smartphone, recipients can be directed to a specific web page or resource relevant to their needs or interests, making it more likely that they will take the planned financial advisor marketing action.
  • Use thick-stock stationery and include a beautiful image on the front to make your notes stand out. The thickness of the paper gives a premium feel, while the image can grab the recipient’s attention and create a positive association with your brand. These small touches can also increase the perceived value of your notes and make them more memorable.
  • Follow up by email a week after each mailer and connect with note recipients on social media. This can be a great way to keep your brand in the mind of recipients and provide additional value. Utilizing multiple channels to connect with your audience can increase your message’s likelihood of being seen and acted upon.
  • Send at least 200 notes per month to move the needle and increase your chances of success. This ensures that your message reaches a large enough audience to make an impact and generate results. By consistently sending a high volume of notes, you can increase your chances of success and achieve your marketing objectives.
  • Don’t bombard people with too many notes. Limiting your campaigns to one note a month can help maintain interest and engagement while ensuring your message is not perceived as spam. Spacing out your notes and providing valuable content regularly can build a stronger relationship with your audience and increase the likelihood of success.
  • Don’t pause your note campaigns; those who win are consistent and persistent. Pausing campaigns can disrupt momentum and cause you to lose the attention and engagement of your audience. Maintaining a consistent schedule and providing valuable content can build a stronger relationship with your audience and increase the likelihood of success over time.
  • Retarget note recipients with online ads to keep your brand top of mind. By using targeted ads on platforms like Facebook and Google, you can reach out to people who have already shown an interest in your brand and encourage them to take further action, maximizing the value of your note campaigns.
  • Follow up with outbound phone calls (laws permitting) to increase your chances of success. Reaching out directly to your financial advisor marketing note recipients can provide additional value and increase conversation. Using this strategy judiciously and respecting your audience’s preferences is essential. Not everyone may be receptive to receiving calls.


10 Incredible Templates for Financial Advisor Advertising Through Handwritten Notes

Handwritten notes can be a powerful tool for financial advisor marketing and advisors looking to connect with clients and prospects more personally. But coming up with the right message and design can be a challenge. 

These templates offer a range of options to help you craft the perfect message and design for your audience, whether reaching out to new prospects or thanking existing clients for their business. 

With these templates for financial advisor marketing, you can create handwritten notes that are both effective and efficient, helping you to achieve your marketing goals and build stronger relationships with your clients and prospects.


1. Wealth Management

Dear [Name],

Are you looking to grow and protect your wealth? Look no further! 

I’m [Your Name], and as a financial advisor with [years] of experience at [Company Name] in [City], I can provide you with personalized wealth management strategies crafted to your financial goals and risk tolerance. 

Whether you’re investing for the short-term or long-term, I can help you make informed investment decisions and manage your portfolio for optimal returns. 

Let’s build and preserve your wealth for the future together! Scan the QR code to schedule a free, no-obligation consultation. 

Yours in Wealth Management,

[Your Name]



2. Tax Planning


Taxes are one of the most significant expenses we all face, and as a financial advisor at [Company Name] in [City], I can help you minimize your tax burden and maximize your after-tax income. 

I’m [Your Name]. By developing a personalized tax plan that leverages tax-efficient strategies such as asset location, tax-loss harvesting, and charitable giving, we can reduce your taxes and keep more of your hard-earned money. 

Contact us so we can begin our work to ensure you’re paying only what you need to, and get your personalized tax plan developed today! Scan the QR code to schedule a free, no-obligation consultation. 

Looking forward to your call,

[Your Name]



3. Estate Planning


Planning for the future can be daunting, particularly when protecting your legacy and ensuring that your assets are distributed according to your wishes. 

That’s where I come in! I’m [Your Name], and as an experienced estate planning professional; I can offer you personalized solutions tailored to your unique needs and circumstances. 

By working together, [Your Company] in [City] can develop a comprehensive plan that gives you peace of mind and ensures that your loved ones are cared for for years.

Scan the QR code to schedule a free, no-obligation consultation. 

Best Regards,

[Your Name]



4. Investment Analysis

Hello [Name],

With the current market being more complex and volatile than ever, it can take time to navigate and make informed investment decisions. However, as your future financial advisor, I’m here to assist you in making smart investment choices based on your financial goals and risk tolerance.

I’m [Your Name], and by conducting a thorough investment analysis and using a range of investment strategies, I can offer personalized solutions tailored to your unique needs and objectives.

We at [Company Name] in [City] understand your financial well-being is a top priority! Learn more today – scan the QR code below!

I look forward to working together and helping you achieve your financial goals.

[Your Name]



5. Philanthropic Planning


Supporting causes you care about and giving back to your community is an incredibly fulfilling experience. At [Company Name] in [City], I’m passionate about helping individuals create philanthropic plans that reflect their values and maximize their charitable impact. 

There are various ways to give back, such as establishing a charitable trust, creating a donor-advised fund, or exploring other giving strategies that align with your philanthropic goals. Together, we can develop a personalized plan that enables you to make a positive difference in the world. 

At [Company Name], we can build a better future for our community and those in need.

Your Financial Advisor,

[Your Name]



6. Cash Flow Planning

Dear [Name],

Proper cash flow management is crucial to achieving your financial objectives and securing your long-term financial future. I’m [Your Name] from [City], and with my expertise in financial planning, I can provide you with a customized cash flow plan that maximizes your income and helps you save for the future.

Collectively, [Your Company] can create a budget that aligns with your financial goals, identify areas where you can reduce expenses and optimize your savings, and establish an emergency fund to ensure you’re prepared for unexpected economic challenges.

Scan the QR code to get in touch today!

Best regards,

[Your Name]



7. Real Estate Investment Planning

Dear [Name],

I’m [Your Name], and over the years, I’ve learned investing in real estate can be an excellent way to build wealth and generate passive income, and it can also be complex and risky if not done correctly. 

With [Your Company]’s experience in real estate investment planning, I can help you create a plan that maximizes your real estate investments and minimizes your risk. This includes identifying lucrative investment opportunities, conducting due diligence, and structuring your real estate portfolio to optimize returns. 

My personalized solutions are engineered to help you achieve your real estate investment goals.

Invest in us, so we can help you invest in your future. Scan the QR code to pick a date and time for your no-obligation complimentary consultation!

[Your Name]



8. Retirement Income Planning

Dear [Name],

I’m [Your Name], and I’ve learned that approaching retirement means creating a plan to meet your lifestyle and financial goals with enough income. Creating a withdrawal strategy, optimizing your Social Security benefits, or exploring other retirement income sources are all personalized solutions I can offer you as a financial advisor with [Company Name] in [City].  

I can help you develop a retirement income plan that maximizes your retirement savings and creates a reliable income stream that lasts throughout your retirement.  

Enjoy your retirement years with confidence, and scan the QR code to contact us today for more information.


[Your Name]



9. Education Savings Planning

Dear [Name],

Saving for your child’s education is a critical financial objective. I’m [Your Name], and I can help you develop a savings approach that enhances your savings while minimizing your debt. 

Working with me, a financial advisor at [Company Name] in [City], you can benefit from personalized options such as opening a 529 plan, examining other tax-advantaged education savings accounts, or creating a tailored savings plan that aligns with your budget and objectives. 

I aim to provide customized solutions to give your child the education they merit. Scan the QR code to schedule your free, no-obligation consultation today!

You Future Advisor,

[Your Name]



10. Risk Management Planning


Protecting your assets and loved ones from unexpected events is critical to reaching your financial objectives. I’m [Your Name] from [Your Company] in [City], and I can help you develop a risk management strategy that minimizes your risk exposure and provides adequate insurance coverage to safeguard your assets and loved ones. 

You’ll gain personalized options such as identifying potential risks, exploring insurance alternatives, or creating a tailored plan that aligns with your budget and objectives. 

[Company Name] provides customized solutions to help you attain your financial goals while having peace of mind.

Scan the QR code today to learn more about how we can mitigate your financial risks.

[Your Name]



Handwritten notes offer a unique way to engage with customers and build more meaningful relationships than traditional financial advisor marketing methods. 

Written notes show customers they are appreciated and valued, thus creating an impactful marketing strategy that goes beyond the ordinary.

Companies can quickly and efficiently personalize their messages for each customer by using handwritten note templates. This makes it easy to create personalized connections that help establish loyalty and increase sales.