Financial Advisor Marketing Events

Do your clients want to attend an event just to hear you speak?

Think again…Most clients want to know - What’s in it for me?

Why would I spend 3 hours of my precious time?

Choose to attract your clients & prospects using unique events…

Once you attract them, show credibility and authenticity.
Only then have you ”earned the right” to speak to them about your services.
Only then have you “earned the right” to ask them for referrals.

Event Planning & Event Marketing Made Easy!

  • Grow your business: use unique event planning.
  • Increase your prospects: trust transfers from clients to prospects.
  • Save time: outsource your event planning & event marketing.
  • Save money: use effective, proven marketing strategies that work.
  • Enjoy peace of mind: professionals are implementing your event planning & marketing
  • Outsourcing of my event and marketing strategies has been

    absolutely worth the time saved and peace of mind.” Dave

    Act today!

    Plant the seeds of value today!

    Make yourself attractive today!
    Build trust for a year of growth and success!

    Attractive & Fun Spring & Summer Events

    Golf & Fitness: Prospecting & Client Event

    • Event Marketing (Direct Mail & Phone Campaign) for 200 persons
    • Meeting Room at Golf Course
    • Hot Breakfast for 20 persons
    • Golf Instruction for 20 persons
    • Golf Fitness Instruction for 20 persons
    • Client reward for bringing a potential client
    • On-site Event Coordination
    • Price: Can.$3,499.00

    Successful Container Gardening: Client Educational Event

    • Event Marketing (Direct Mail & Phone Campaign) for 200 persons
    • Meeting Room
    • Finger foods & drinks for 20 persons
    • Container Gardening Instruction for 20 persons
    • Client reward for bringing a potential client
    • On-site Event Coordination
    • Price: Can.$1,999.00

    Tennis & Fitness: Prospecting & Client Event

    • Event Marketing (Direct Mail & Phone Campaign) for 200 persons
    • Meeting Room
    • Hot Breakfast for 20 persons
    • Tennis Instruction for 20 persons
    • Tennis Fitness Instruction for 20 persons
    • Client reward for bringing a potential client
    • On-site Event Coordination
    • Price: Can.$3,499.00

    Successful Container Gardening: Client Educational Event

    • Event Marketing (Direct Mail & Phone Campaign) for 200 persons
    • Meeting Room
    • Finger foods & drinks for 20 persons
    • Green Lawn Care Gardening Instruction for 20 persons
    • Client reward for bringing a potential client
    • On-site Event Coordination
    • Price: Can.$1,999.00

    Go-Karting: Client & Prospecting Event

    • Event Marketing (Direct Mail & Phone Campaign) for 200 persons
    • Pizza & Pop Dinner for 20 persons
    • 1 hour Go-Karting with facilitation for 20 persons
    • Client reward for bringing a potential client
    • On-site Event Coordination
    • Price: Can.$3,299.00

     

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