800.660.2550

Live Events

Meeting face-to-face with prospects at live events has been proven to be a successful marketing solution for many types of businesses for over 25 years. What are you waiting for?

Advisors Are Pairing Live Events With Webinars to Achieve Optimal Results

As more and more states relax coronavirus restrictions or lift them entirely, dinner seminar events are coming back. But unlike in the Before Times, financial advisors are not just scheduling them to have a backup plan in case they have issues with to face-to-face seminars. They’ve adopted hybrid campaigns to widen their marketing footprint and their pool of prospects.

We’ve Got a Tool to Help Fuel Advisor Growth in 2021

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....

The Undeniable Prospecting Power of Social Event Marketing

Nearly 25 years, 1,000,000 direct marketing campaigns and 22 million prospects later, my early belief that consumers prefer meeting face-to-face when it comes to making important life decisions, like planning for retirement, still holds up. The reason people respond...

Financial Advisory Marketing: How to Attract Clients

As long as I’ve been in this industry, I was startled to learn that nearly seven out of 10 people age 65 and up are NOT working with a financial planner. This statistic shows up in the Invest in You Savings Survey released six months ago by CNBC and Acorns, a...