PORTFOLIO

Client: Fisher Investments

Project: Direct Mail

Overview: Led by Forbes columnist Ken Fisher, Fisher Investments manages portfolios for those with liquid assets of at least $500,000. Yet a large number of those investors don't view themselves as wealthy enough for private portfolio management.

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This mailing is based on the premise that those who have built wealth gradually don't realize how much they really have at stake. The offer positions the free Stock Market Outlook as information usually reserved for private clients, which adds a level of exclusivity to the mailing.

"Thanks Richard! Appreciate the subtle touches that really capture the essence of our new messaging strategy."

Art Rowe-Cervany
Marketing Director
Matrix Direct Insurance Services

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