Sample Write-in Leads

  • These cards were written and designed by Shareholder Relations. 
  • A typical card draws 750 responses per 150,000 in circulation.
  • Brokers report opening 18% of the write-in leads as new accounts.
  • The average Client is qualifying for $2,500 to $5,000 on the first trade.
  • Many of these people are first-time stock buyers.
  • One broker reported that it is as though the prospects are waiting for the call.

Statistics On These New Investors From Warm Calls Why Brokers Like It

  • 1 out of 10 become steady Clients for the brokers.
  • 70% of the accounts will buy a second time within the first 30 days.
  • It takes 2 to 3 calls to close each warm call versus 6 from cold calls.
  • The closure rate is 18% from warm calls versus 4% from cold calls.
  • Some brokers have opened accounts on the first call.
  • This is the most productive method of prospect for new Clients.
  • Calls are received in a friendly manner - as they responded to the brokers first.
  • It is only ethical to work the lead for the benefit of the Client who paid for them.
  • Large positions can be built with new Clients.

Why Leads Are Good For Clients

  • They increase volume.
  • They diversify the shareholder base.
  • They increase the stocks stability.
  • They provide long-term shareholders.
  • They encourage broker participation.