Tag

direct seminar marketing
Dinner Seminars Improve Client Acquisition
It’s time to rethink your client acquisition strategy. You know in hindsight which of your marketing tactics succeeded and which ones tanked in 2019. Therefore, now’s your chance to tweak your growth plan to achieve a greater return on your marketing dollars in 2020. So, whether you have used seminar presentations in the past to...
social seminar 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 to direct mail remains the same. In fact, we’ve validated it over and over again with...
Middle-income seniors need housing
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 financial wellness platform. It...
Dinner seminar as business driver
It’s an all-too familiar story. You’re a financial professional who believes dinner seminars are not worth the effort and expense. When you tried one, you didn’t get the results you expected. So, you washed your hands of this marketing tactic for good. What you’ve actually done, is missed out on $100,000 in additional revenue each...