Gumby, Pokey and the Wholesaling Sea of Sameness

You can choose to do things as you always have and email/voicemail into the huge echo chamber of your targeted producers and prospects.

Or, you could take the risk that the market is screaming for new, innovative, creative and fun ideas – even in our buttoned up world of financial services.

The Challenge

How does an annuity wholesaler with a new product launch get ‘air time’ with both high value Fallen Angels and coveted prospects, especially in today’s DOL obsessed word?

The Promotion

Tapping into his lesser used creative brain, together we crafted a snail mail promo using Gumby and Pokey.

The Results

The wholesaler mailed 50 packages.

In a week he has already scheduled 10 appointments.

PLUS business written immediately:

PLUS engaging images from advisors:

PLUS voice messages from advisors:

The Question

What are you doing, or planning to do, that will engage your clients and prospects in a way that lifts you and your wholesaling efforts out of The Sea of Sameness?

The Follow-up Question

How can we assist you? Contact us and let us know.