Financial Planning Flyers

Use a 6x9 inch flyer on 80lb gloss stock. This size fits standard closing folders without creasing and the gloss finish makes your credentials and QR code pop. Print 500 as a test run to supply two CPA firms and one title company, then scale to 2,500 based on booked reviews per 100 sheets.

Lead with the headline "Complimentary 30-Minute Plan Review - Post-Tax Season." List three deliverables: cash flow snapshot, college fund gap analysis, and retirement readiness score. Include a fiduciary statement and a QR code linking to your scheduling calendar. Keep the footer disclaimer concise to meet compliance standards.

Include a clear fee model statement such as "fee-only planning" or "AUM-based advisory." Add a short disclaimer like "Advisory services offered through [Firm Name], a Registered Investment Advisor." This reduces unqualified meetings and builds trust. Avoid cross-selling mortgage products on the same flyer to stay within brokerage ethics rules. Many shops start near 500 pieces at 6x9.

Yes, but check each broker's policy first. Some allow leave-behinds focused on emergency funds and insurance gaps, not mortgage cross-sells. Use a 6x9 flyer that fits closing folders without creasing. Track how many flyers lead to booked reviews to measure ROI per location.

Yes, generic planning flyers underperform in partner stacks. Design separate 6x9 cards for new baby, inheritance, and divorce triggers. Each version gets its own headline and relevant bullet points. Print 100 of each event type to test which generates the most responses before ordering 500 of the winner.

Use a partner test quantity that can be counted and replenished, such as 500 pieces divided among a few CPA, title, or benefits contacts that have approved the placement. Give each partner a distinct QR code or booking path, and measure consultation requests rather than impressions. Expand the run only after the message, compliance review, and scheduling process are ready.

Use a unique scheduling link or QR code on each flyer batch. For example, assign cpa1.yourdomain.com for one firm and title1.yourdomain.com for another. Count booked reviews per 100 flyers distributed. This data helps you decide which partners to reorder for and which to replace.

Yes, co-logo flyers work well. Place both logos at the top and include a joint headline like "Complimentary Plan Review from [CPA Firm] & [Your Firm]." Keep the offer simple: cash flow snapshot and goal gap analysis. Print 200 co-branded flyers per CPA partner to test response rates before scaling.