The Financial Fitness Marketing Letter & Form can be sent out at any time during the year, but it is most appropriate to send out within the first couple weeks of the New Year (so we're giving you a heads up to get it into your marketing calendar).
The people who return this form to you are your FUTURE CLIENTS. They fill out the form and send it back to you because they may need to increase their cash flow or may need money to fund future expenses.
I personally sent this marketing piece annually, to over 2,000 clients, and on average, received 150 requests for the free credit report and an average of 90 requests for a mortgage analysis.
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