Freedom from financial shackles is a popular aspiration. Hertfordshire based financial services company Wealth Matters believe the key to unlocking that potential is setting fiscal goals early, making informed strategic decisions in line with these goals and regularly reviewing both as your life changes. For that, you need a truly independent financial advisor (IFA) to help you navigate the financial market place.
Wealth Matters distinguish themselves from other IFA’s with attentive personal service, incorporating sophisticated financial consultancy and financial coaching. Their focus is using intelligent, trustworthy and creative means to create wealth for their clients.
Since Partner Julian Gilbert established the business six years ago, the company has gained an excellent reputation through word of mouth and client recommendation. A font of financial knowledge, Julian and his team built the business through networking and educating the local business community in financial concerns and investments.
Giving the gift of financial wisdom can reap rich rewards… To demonstrate their expertise, build brand awareness and attract new clients from leafy and affluent Harpenden, Wealth Matters organised a free seminar entitled ‘An explanation of SIPPs’, otherwise known as self- invested personal pensions. Their objective was to invite existing clients and high net worth residents in the locality. To achieve this outcome DOR2DOR were able to speedily print and distribute leaflets to 6000 households in selected areas of Harpenden.
The result From the 18 people who booked as a result of the flyer, 17 turned up on the night. Following a combination of other marketing efforts 73 bookings were taken, in all 63 people attended, reaching full capacity and some people had to be turned away. Following this success, Wealth Matters plan to stage another seminar next year.
Julian Gilbert said:
“The seminar produced some good leads; the potential for future business is excellent. As an advice driven industry I was unsure how a mail drop would work for us. The seminar focused people’s minds and if we can do business with half of the 18 prospects who phoned up cold, our investment has been justified. We conservatively expect to gain 4-7 new high calibre clients.” “I would recommend Dor-2-Dor anytime because they delivered on their promises and reliably met our deadlines. The response and the whole experience was very good from our perspective.”
- Client Julian Gilbert
- Date 12/08/2016
- Tags Financial Services & Insurance