Services
We’ve Changed How Marketing Is Done in This Industry Forever.
The Difference
Average Savings
60
Transparency Given
100
What’s Included
These tools below are the elements that ultimately allow each campaign to be a total success time and time again.
Custom Materials
We brand all marketing materials to you and your business and give you the control to make changes to anything.
Automated Follow-up
We’ll send emails and text messages on your behalf and completely automate the follow-up process.
Success Tools
We will supply the resources you’ll need to make sure the event is a hit, including best practice tips.
Instant Access
You and your team will have instant access to all lead information which you can manage any time on any device.
TheElevatePlan
Our revolutionary program is the most popular choice among our clients. Monthly, you pay a minimal flat fee based on the number of events you are hosting. Beyond this service fee, you pay for the advertising cost directly. By using our Elevate Plan, most clients save over 60% in comparison to direct mail, and over 40% compared to other digital marketing options.
What we can help you achieve
Generating More Qualified Leads | Standing Out in the Crowd | Custom Advertising Builds and Spending
Key Features
- Transparent: You’ll have transparency on all costs.
- Full-Disclosure: We will disclosure all backend campaign information to you.
- Flexibility: You are in control of the advertising budget.
- Processing: Your campaigns will go to the front of the line for processing.
- Not Long-Term: You will have the freedom to pause or cancel the agreement anytime.
TraditionalPackages
Our Traditional Packages are done on a ‘pay-as-you-go’ style and can be done as frequently as wanted. Each one is designed to fill the room with qualified prospects.
What we can help you achieve
Generating More Qualified Leads | Standing Out in the Crowd | Creating a Seminar Schedule that is Maintainable
Key Features
- No Commitment: You can do these as often as you’d like without any agreement.
- Options: Each different style of event has it’s own appropriate pricing.
- Competitive Costs: We created pricing advantages over our competitors.
Additional Elements
By encorporating innovative techniques our marketing is sure to draw in larger crowds and make it easy both on prospects and you!
Lookalike Audiences
We leverage years worth of data to create lookalike audiences. By providing the algorithms with information we can force it to find higher quality prospects to send ads to. This helps increase the overall likelihood of attentive and qualified attendees at your workshops.
Mobile-Friendly Materials
Over 70% of all of our advertisement responses are made on mobile devices. Because of this, everything we create is always done with a ‘mobile-first’ mindset. This ensures your ads, pages, and emails are all professional and aesthetically appealing on any device.
Most Successful Workshop Programs
Here’s a short list of the most successful programs we have experience in filling. Each have their own way at reaching a new or different audience. Each with the goal of filling the room with exciting new leads to grow your business.
Empowering Women For Retirement
The Financial Landscape is changing! For years, advisors have been told about the untapped market of Women In Retirement! This workshop has presented one of the largest opportunities and one of the most successful programs we’ve ever released! If you are not incorporating this into your seminar rotation YOU ARE MISSING OUT!
Tax in Retirement Blueprint
Our Tax in Retirement Blueprint Program was designed to reach the more affluent crowds and draw in families interested in preserving their wealth. Don’t miss this huge opportunity and start hosting tax-focused events now! This topic made up 45% of all events in 2020-2021
Social Security Playbook
Social Security Maximization has proven to be our most popular and highest attended workshop of all time! Social Security Maximization is a great introduction into the retirement planning concepts you know and love. This program is sure to fill your calendar with qualified first appointments!
Smart Retirement
Smart Retirement workshops include the classic selection of workshops advisors have been giving for decades. This includes Retirement Planning, Retirement Income Planning, or any other equivalent seminar presentation.
Ready to get started? Talk with a team member today!
