Client

Fisher Investments

Industry

Financial services

Services

Creative strategy

Concepting

Direct mail copywriting

Ask

Fisher's direct mail to high-net-worth investors generated quality leads, but response sat below 1%. The package also didn't sound like it was written for people with $5M–$7.5M to invest. Fisher wanted a premium mailer that would push response above 1% and speak to these investors the way a private wealth firm would.

Solution

We built the package on proof, not promises. A foil-stamped, dark green linen envelope invites readers to "Clearly Different Wealth Management. We'll prove it." Inside, a 16-page booklet opens with a line this skeptical audience was already thinking: "Some money managers are full of it. We aren't." From there, it answers their real questions about taxes, retirement, legacy, and fees in a confident, plain-spoken voice. It explains what fiduciary actually means and offers the same service Fisher gives its largest institutional clients. It closes with a low-pressure ask, "a conversation, not a commitment," and the free guide Tax-Efficient Wealth Management for Affluent Investors.