Midlantic Financial takes great pride in its 12-year history of supporting financial advisors. We've helped them tailor their direct marketing approaches and, in the process, creating some of the industry's best practices and programs.
Our Time-tested, proven programs have helped hundreds of advisors build their client base so they can focus on building their business.
This experience, combined with the need for more integrated and engagement-driven lead generation programs have led to the development of the company's newest, most comprehensive program to date: The Advisor's Choice™.
The Advisor's Choice™ is a proprietary compilation of direct marketing tools leveraging direct mail, telephony and Internet marketing to provide comprehensive sales support suitable for any budget.
ONE ON ONE
Get Qualified Preset Personal Appointments. If you prefer a more targeted and personal approach this program is perfect. You set the qualification criteria and our professional representatives carefully screen callers and schedule appointments at your preferred location and times.
CONTROL
Our online scheduling software makes it easy to stay in control of your marketing campaign. Securely log into using your web browser and easily manage your appointments, adjust availability, and track leads captured thru our personalized landing page program (PURL).
RELATIONSHIPS
Successful relationships begin by getting to know one another. They are maintained by communication and honesty. Our personalized direct marketing campaigns speak personally to your potential customer. This begins to establish a relationship and sets the stage for your future communication.
FOLLOW-UP
After the seminar your guests are placed into one of four categories depending on their place in the sales process. Each guest will receive a personalized handwritten-style follow-up letter with your business card included. These letters are designed to continue your guest thru the sales process.
RSVP
Each mail piece has a custom RSVP tracking number printed on it. This tracking number allows the recipient's information to be automatically recalled by our call center. Our professional call center will receive calls on your behalf and schedule your appointments.
PERSONALIZATION
Personal communication is continued thru our PURL Program. Personalized Landing Pages take another step in establishing a relationship between you and your potential customer. The PURL provides a personalized experience designed to capture a lead or schedule an appointment.