Questions? Comments? Please call: 610-642-1000

Free Sample Sales Letter Templates for Financial Advisors

Free Sample of our Financial Advisor Prospecting Letters!
Our letters don’t sell financial products, our letters are written to make people call you.


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· Our series of 15 Financial Advisor Letters are written to make sure of that introduction!
All our letters are written with one goal: specifically to make your phone ring.

These financial advisor letters make that critical introduction to new clients, referrals and new business prospects – and have them call you.

·  Mail our Financial Advisor Sales letters and customers, clients, referrals and prospects will call you!
·  Enjoy maximum response to each mailing·
• Get more business within days, without making phone calls!
• Mail one letter, 100, or 1,000!
Our direct mail letters are tested and proven to work.
·  Why waste your time cold calling?  Mail letters and have warm prospects call you!
·  Mail today, start speaking with potential clients within a few days.  Get more clients and write more business within weeks!!!
— Financial advisor introduction letters are highly responsive and work this FAST to bring you phone calls from interested prospects!
Financial Performance Financial Advisor Letter
I hope you can see from the sample financial advisor direct mail letter we’ve posted on this page that our low-pressure sales letter series includes our Most Powerful and Most Motivational Sales Letters that make people call you… all without high pressure sales tactics.

— Read this sample letter and you’ll see exactly why these sales letters increase phone calls and produce warm leads!

· Mail letters and people call you!  Yes, direct mail still works just that easily!
· Our sales letters are a complete, successful marketing campaign in a single instant download!
· Become successful solely by mailing these letters.  That’s ALL the marketing you need to do!
· Tired of mailing ill-performing letters from your providers?  (Yes, now you know what doesn’t work!)  —
That’s why we’ve created these highly responsive letters.  Still – they are low-key and classic letters.
· Let our 25 years of heavy direct mail experience kick-up your response so you can speak with more people!

Our Business Letter Sample changes on occasion, so please link to this page and check back for additional sample business letters.

All our Financial Advisor Sales Letters to Prospects were researched, written and designed by Jeffrey Dobkin.

We’ve posted this actual sample business letter so you can see the type, feel, format and style of our direct mail letter templates.

Each letter in our Financial Advisor Portfolio of Letters is intriguing, highly relevant and compels readers to call without appearing to “sales-like.”

Yet this business letter sample asks readers to call THREE TIMES – once in the body of the letter and twice in the PS.

Easily Personalize These Business Letter Templates:
All of our financial advisor letter templates are written and designed in Microsoft Word, so you can easily personalize them on your own computer.  We’ve written and designed our prospecting letters to actually NOT be commercial looking.  They intentionally look personal, not mass mailed!

Our financial prospecting letters are designed to be easily set up for mail merge right from your own computer.  Mail individually to your own hand picked mailing list, or mail 25, 50 or 100 each week for a steady source of new prospects to call you.  Mail several thousand for a total new book of clientele.  (For your larger mailings there is a mail shop we trust that will handle all your mailings – if you’d like to outsource this function. Just call or email Jeffrey and ask.) Note: this is not an affiliate, and we do not make a profit from this source, we just think he does a great job and recommend him.

Our own brand of response-driven letters generate warm leads and new clients to call you.  Every line, every sentence, every paragraph is written to increase your response and generate phone calls from new prospects and people interested in speaking with you!

If you’re looking for new business and new clients or if you need more business from your current customer base, order our set of Awesome Financial Advisor Sales Letters.  It’s the best, fastest and lowest cost boost to your business that you can make!  They cover their cost in the very first phone call.

Purchase this series of letter templates once, and get a lifetime of use!  The download is immediate and letters are sent to you in Microsoft Word, ready to print on your letterhead and mail!  Print right in your office or for larger mailings take to any printer or copy shop.  Designed for easy mail merge, or… easy to print on your letterhead.  Our use our mailing resource to make your job easier, so it gets done.

Jeffrey Dobkin

Jeffrey Dobkin

Thank you. We appreciate your business and your trust.  If you have questions or comments please feel free to call us — 610-642-1000, we are real people and always happy to answer questions or help you in any way.  Thanks, from Jeffrey Dobkin and The Danielle Adams Publishing Team.


Letter Series Highlights:

Business Letter Sample:
Unlike most sales letters from your providers (or other writers) – our letters don’t sell financial products.  They have only ONE OBJECTIVE:
TO MAKE PEOPLE CALL YOU! Each direct mail sales letter brings you more response, more phone calls, prospects & clients!  Speak with more people and write more business than you ever thought possible!
Questions?  Your call is always welcome:  610-642-1000.
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Have prospects and customers call you!  Check out our sample Financial Advisor business letter and you’ll get an idea of how powerful this letter series is.

· Works for ALL firms, all programs: Letters don’t sell particular products – they’re written specifically to make people call you — that’s their ONLY goal.

· Increase your business: increase inbound phone calls – market to a warm market for a change.

· The best, fastest way to get more business – make your phone ring: simply mail these letters!

· Speak with more people, get more clients with this series of highly responsive direct mail letters and a great mailing list.

Written to perfection – to make sure they work, each letter took Dobkin over 20 hours to research, write, edit and design.
· Look over our sample business letter – just one of the 15 letters you receive when you order this sales letter template portfolio.
· You receive letters in Microsoft Word so you can easily just print and mail – send right from your computer.
· Easy to personalize and we recommend it.  Hand process or mail merge with Excel or any variable data spreadsheet compatible with Word.

Questions?  Comments – we are always happy to help.  Please call us at 610-642-1000.  Thanks.

These letters are written specifically for Financial Advisors.
Get All 15 Financial Advisors Letters in this awesome series for just $395.  They’re worth it – their cost is covered in the first phone call you receive.  Mail letters for a lifetime of successful marketing.  Copywriting – and direct mail solicitation letters are only expensive if they don’t work.  These letters bring in phone calls and clients.  They’re the fastest route to “Hello!”

Safe transaction:  Purchase securely directly through PayPal or with a credit card (directly through PayPal) —
Yes! Send me your awesome set of Financial Advisor Sales Letters:  


Thank you for reviewing our Financial Advisor Sales Letter Portfolio, and looking over our sample business letter – just one of a series of direct mail cover letters written and designed to make people call you.  This Financial Advisor Letter Series contains 15 letters.  Please order our business letter templates for immediate download, or feel free to browse around our website for marketing and direct mail books written by Jeffrey Dobkin; or check out our other Awesome Sales Letter Series.  You’ll also find marketing tips, writing tips, direct mail and direct marketing techniques on this website.  It took Dobkin a lifetime to learn and master these direct mail and direct marketing methods – you can learn and use them in just a few nights of easy reading.

· All letters on this website series were personally written and designed by master direct marketing writer, Jeffrey Dobkin.
     · Over 25 years of heavy writing experience · Author of 5 books on successful direct marketing methods!
     · Dobkin’s articles on marketing have appeared in more than 300 magazines.

Thank you for coming to our site, reading our articles and considering our products for purchase…
We appreciate the value of the time you spend here. Thank you sincerely, from Jeffrey Dobkin and the Danielle Adams Publishing Team.

Handy links:  How to write highly responsive letters ·  Marketing Articles · A 75-point checklist for your direct mail

Free Sample Insurance Sales Letter · More Marketing Articles · Still more marketing articles…