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Lehigh Valley Investment Group Lead-Gen Mailer

Lehigh Valley Investment Group
Lehigh Valley Investment Group

Lehigh Valley Investment Group (LVIG) is a full-service financial management firm located in Bethlehem, PA that prioritizes their clients’ financial goals.

The Challenge

Since LVIG has an older audience, we knew that something tangible and delivered through the mail would be well-received. Citro wanted to see some measurable results from the lead-gen postcard for our client, which meant coming up with the right tactics. What started as a simple postcard quickly became a downloadable guide AND in-person mailer. 

The Solution

Our goal was to get LVIG more solid leads—but we also wanted to promote a positive outlook on 2021, and to encourage LVIG’s clients to focus on their future. The downloadable guide and in-person mailer became part of a financial care package that contained a “road map” to financial success in 2021. 

A referral card was included with the mailer to increase awareness, along with some additional items: a branded mask, the 21-step guide and a personal note from LVIG’s founder, Bob. 

“2021 will be your year! And LVIG is here to help you prepare for it. We are bringing optimism and financial confidence into 2021 and we want to make sure you’re ready!”


Overall, we heard from the LVIG team that they received very positive feedback from their clients regarding their financial care package and road map to financial success! The campaign also resulted in a significant increase in traffic across the client's social channels and website. 

Full-Service Financial Management Firm Delivers a 2021 Road Map to Financial Success Teaser Image