In Print
Here are some full “Letter Doctor” articles from publications that may
be of interest. Just click below to view the article in PDF format.
Selling HELOCs to Customers
Published in Bank Marketing June 2006
The concept is good: select your best customers and offer them an equity line of credit with a personalized message. But this Wachovia letter could have done better with some changes…
View full article in PDF.
Smoothing Out the Campaign Bumps
Published in Bank Marketing May 2006
Before you start a project with an agency, you need to develop a road map similar to the “creative work plan” (CWP) used at Provident Bank of Mayland. Such a design will help you get where you need to go — avoiding costly and frustrating detours.
View full article in PDF.
Marketing to the Affluent Investor
Published in Bank Marketing April 2006
How to direct-market investments to weathly prospects.
View full article in PDF.
The Write Stuff
Published in Bank Investment Consultant August 2005
How to direct-market investments and insurance to weathly clients.
View full article in PDF.
The Idea Doctor
Published in Bank Marketing September 1997
In the business of bank marketing, you’re only as good as your last great idea. Uh-oh. Still staring at that blank sheet of paper? Take a couple of the following 16 tips for being more creative and things will look different in the morning.
View full article in PDF.


