SJS Specialty - Promotional Products | Promotional Apparel | East Brunswick NJ

Solutions for Financial Industry

Marketing for financial advisers is never easy. A prospect's time is valuable and you only have a few seconds to capture their attention. You need to stand out among competitors and reach your target audience. Fortunately, there are several marketing ideas for financial planners to take advantage of but first you must determine your brand image.

Brand image is the consumer's impression of a company's personality. Brand image can be reinforced by brand communications such as packaging, advertising, promotion, customer service, word-of-mouth and other aspects of the brand experience. One financial planner may want to convey trust while another may want to be perceived as a leading expert. Either way, the promotional item you pick must reflect the company's brand image.

Branding aside, what is your advertising is trying to accomplish? Are you trying to generate new leads? Keep your clients informed on important changes in the market? Or increase "likeability" giving you an edge over the competition? Promotional products accomplish all of this, if you know how to use them.

Next time you make a sales call, offer your prospect something as simple as a calculator and ask if you can send them your monthly newsletter. People are hardwired to reciprocate acts of generosity and generally agree to the proposal. The act of giving the calculator also increased positive feelings toward you and the company. If you send direct mailers, we can attach a promo item that's related to your offer. The 3 most common pieces of mail received are bills, checks, and junk mail. Putting a promo item in your mailer generates curiosity, as the recipient is not used to receiving "lump mail". Lump mail has been proven to DOUBLE response rates.

These are a few tried and tested financial adviser-marketing ideas using promotional products. SJS Specialty Company takes its 30 years of promo experience and applies it toward your marketing. You need only ask!


corporate giftsObjective: New Jersey Mortgage Zone is a website/brand started by a mortgage loan originator who wants to be known as the premiere mortgage professional in NJ in regards to quality of service and breadth of knowledge.  He wants to be the "go to" mortgage advisor when applying for a home loan.

Results: We put together two different "Thank You" closing packagesfor Realtors and for clients who closed on a mortgage. Once a client successfully closed on a loan, they were presented with the package seen below. They were delighted to receive the gift.  When referral partners received the gift after purchase closings, they were very impressed.  One Realtor stated, "I'll definitely be throwing referrals your way."  By utilizing one of influences most persuasive methods, the Rule of Reciprocity, New Jersey Mortgage Zone saw a hugh ROI.


Donut BoxSJS Specialty Company is about to celebrate its 30th anniversary of producing full-service promotional apparel, products and corporate ID-Wear for countless companies and organizations. We know, when in comes to business promotional items, that you only have one chance to make a good first impression. Our key asset is our people and our sole focus is on you, the customer. To learn more about the financial promotional products and the financial promotional gifts we offer, contact us today via email at or via phone at (800) 613-7070.

Check out our Executive Showroom for ideas to promote your company and connect with your clients!

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