In the business world, it’s not a question of who wants to make up for lost ground in 2021. As far as we can tell, every entrepreneurial-minded professional services provider does.

But have you put your goals for the year in writing? If not, now’s the time to do it. And we’ve created a tool to help advisors build a solid marketing plan for 2021. It’s our downloadable Virtual and Live Event Marketing Guide & Calendar.

Since 1995, LeadingResponse has partnered with financial professionals across the nation to grow fuel advisor growth. Last year, in response to the coronavirus pandemic, we made a discovery. Webinars and virtual meetings effectively attracted motivated attendees looking for assistance with financial and retirement planning.

Gain a competitive edge and fuel advisor growth

Our complimentary guide includes a New Client Acquisition Goal Worksheet to calculate what you need to do to reach your sales and revenue objectives. The guide also contains valuable tips and tactics for reaching more consumers and improving your prospects’ quality and quantity.

For example, do you know the best days and times to host webinars and in-person educational events? We do! It’s one reason our Virtual and Live Event Marketing Guide & Calendar is truly a tool to help advisors.

And there’s no denying our experience. Since 1995, we have generated over 6.4 million appointments to fuel advisor growth and connected 1.5 million consumers with advisors. We’ve also generated over $117 billion in revenue for advisory firms.

A tool to help advisors

Take advantage of our Virtual and Live Event Marketing Guide & Calendar and create a blueprint for success in 2021. We look forward to working with you to fill your sales pipeline, strengthen your lead generation efforts, accelerate your business growth, and increase your market share.

If you have any questions, please feel free to contact your marketing consultant, or call us at (888) 907-3971. You can also click here to learn more about how we partner with professional services providers to help them get where they want to go.