New Ways to Reach Out to Planning Prospects

What You Need to Know

Some people do everything online.
Some still check the mailbox every day.
Konrad Martin has ideas about what might get prospects to open envelopes now.

I’m always seeking new and creative ways to reach out to planning prospects.

Recently, I was introduced to Konrad Martin.

I’m at a Florida CPA conference as an exhibitor. I’m sitting at the booth with my colleague Derek Miele, who said, “You need to meet my friend Konrad Martin. He’s at the booth behind us, and he’s incredible.”

Derek was right. According to Konrad, president of Tech Advisors, an IT support and cloud management firm, innovative marketing has been the key to growth. And he was willing to share his marketing ideas.

Here are five creative techniques that Konrad uses as part of his firm’s direct mail and marketing campaigns.

(Of course, before trying these at home, run them by your compliance advisors.)

1. He sends an aspirin.

The message: “Is your current IT company giving you a headache?”

2. He sends a box with the firm’s logo to interested prospects.

He mails it first class, so that the box arrives the night before they are meeting.

Contents include his book and some information about the company.

And he puts in a $100,000 chocolate bar with this message: “This is what a criminal hack can cost your company.”

The message: “We translate geek talk into English.”

3. He sends a magnifying glass.

The message: “It’s time to take a closer look at your IT challenges.”