Generate new Business
Grow Your Brand
Turnkey Seminar Marketing
Meet qualified prospects that are interested in your services
9 Seminar Topics To Choose From + Custom Options
Choose from our 9 seminar topics to prospect to HNW pre-retirees in your community. Custom options also available.
Embrace your brand
Firm Branded Templates
Our team will customize all of our ads, handouts, and presentations to your firm’s logo and color schemes.
Become a marketing powerhouse
First, we make your brand look amazing.
Then we show it to every qualified prospect in your community.
Quick start guide
6-step success:
Your prospecting roadmap
Your Personal Roadmap, Guiding You Steadily Toward New Business
(And Lots Of It!)
01.
Select A Geographic Market
Typically, advisors find an area around their office or home. What area near you has clients you know you want?
We then create an IA Curated Prospect List and use that to create your exclusive marketing territory.
02.
Choose Your First Topic
Our experts can recommend what topics are hot right now. With 9 topics to choose from, we have something you will feel comfortable presenting.
03.
Your Firms Broker/Dealer’s Ad Compliance Team Reviews Materials
We brand all of our templates to you and your firm. You submit them to ad compliance. We Implement all recommended changes until final approval.
04.
Create Event Registration Form On Your Site
Create a registration form on your website. This boosts your brand and SEO. Need Help? Our Tech Team Is standing By.
05.
We Launch A Highly Targeted Ad Campaign
Our Team launches a highly Targeted ad campaign in your geographic market. this drives only qualified sign ups to your event.
06.
You Teach The Seminar And Convert Prospects Into Clients
Educate prospects on what they came to learn and show a little personality, you will be amazed at how many people want to work with you after!
Ready to drastically improve your prospecting?
There has never been a better time than right now. Talk to one of our Marketing Experts and Get started.
No Licenses, No Fees. One Flat Price.
Grow Your Business, Grow Your Brand
Great Leads, Great Prices.
Single
Campaign
Target 20 Qualified Prospects In Attendance Per Seminar.
$9,490
per event
+
Branded Suite of Materials and Handouts
+
Comprehensive Compliance Review
+
Exclusive Territory’s designed by IA Curated Lists
Double Campaign
Target 45 Qualified Prospects in Attendance Per Campaign.
$15,800
per event
+
Everything in Single Campaign at an Unbeatable Price Per Prospect
Two Ways To Save
Co-Brand &
Split-Cost
Bring us a willing wholesaler as we can add their brand to your ad as a sponsor.
Learn About Our
Referral Program
Receive credit toward your campaigns with bulk orders and by referring friends.
What is a New Client worth?
Read about how the best financial advisors value a new client.