Wells Fargo Advisors

Wells Fargo Advisors is always looking to recruit successful and highly-motivated financial advisors to work with them. As part of a campaign to motivate up-market advisors to consider moving their practice to Wells Fargo Advisors, I helped develop a highly targeted, high-touch direct mail piece. This piece was part of a set of final deliverables including email drips and LinkedIn assets.

The portfolio-style mailer is an all-encompassing, professional-looking print piece that houses several separate elements. The pockets inside contain inserts that flesh out messaging points relating to the benefits of working with Wells Fargo Advisors. The far-right panel has a translucent parchment overlay emblazoned with an impactful quote from Wells Fargo leadership.

This piece is entirely custom, printed and hand-assembled. I drafted mockups, developed templates, and partnered with a copywriter to deliver the final design. This piece was mailed to 300 potential recruits to Wells Fargo Advisors in 2024, and was so successful that the client ordered 8,000 additional pieces in 2025.