LeadingResponse’s Financial Seminars Solution Brings Unparalleled Conversion
Our financial advisor seminar solution offers the ability to utilize a multichannel approach and target affluent 55+ consumers with pinpoint accuracy via direct mail, digital advertising, and email. Plus, our decades of experience and consumer data platform houses demographic data of millions of 55+ consumers. So you can count on us to fill your financial seminar with qualified consumers that fit your “perfect client” profile.
Leveraging our client portal, Hub, you can review your ongoing campaigns, 24/7. Portal features include:
- Visibility into past, present and future events, including full consumer detail on registrations, reservations, cancellations and waitlist
- Prospect insights including key demographics and contact information
- Integrated appointment booking, that sync with your calendar
- Marketing automation workflows built-in for follow-up emails
- Call center, based in U.S., captures and records every reservation call
- Online reservation landing pages for a seamless digital experience
- Integrates with your CRM
We’ve included additional information on our multichannel marketing, lead generation tips and tricks, case studies, and handbooks below for download.
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Founded in 1996 with headquarters in Tampa, LeadingResponse is a trusted and proven leader in customer acquisition for health and wealth organizations across the United States.
Los Angeles, California