Dear Financial Advisors,

Dave grew his sales by 18% in a downturn market.
You can too!
What’s stopping you?

Client Event Marketing is the most under-utilized strategy.
The idea with client-event marketing is to host events that are easy & fun. The goal is to meet clients in groups of various sizes from very intimate to potentially large in a series of events.

Why use events as a marketing strategy?

# 1 Reason:    To build TRUST

Trust has become a major winning point because

• Today’s customer is much more informed and skeptical than in the past
• Getting new prospects relies on the trust transferred over from existing clients
• Prospects should be treated like clients from the moment your start talking to them

The key factor when deciding to select a new advisor:

“I felt I could trust this advisor.”

Another reasons why client event marketing works: the traditional forms of mass prospecting has ended.

If you have a few minutes to talk…we can show you how Dave grew his business and is successful even in a downturn market.

A Dozen Reasons to use Genie Professional Event Planning Service?

1. Event Planning is a time consuming activity and you are strapped for time
2. You don’t have the dedicated staff to help you with event planning
3. Hiring full time staff negatively impacts your office space, equipment and training budgets
4. Event Marketing is an added bonus for using the service
5. Event Planners are connected to a number of resource centres
6. Event Planners help design your event with your goals in mind
7. Event Planners partner with your staff to deliver seamless events
8. Marketing plans are discussed and actionable steps are formed and implemented
9. Strict adherence to budget
10. Keep you focused on a monthly basis
11. Peace of mind that professionals are looking after your marketing
12. You are worth it! You time and expertise can be put to better use.

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13. Done it successfully for others.

Over the 7 month period with Genie Services, I have maintained my sales at normal levels while the vast majority in the industry are suffering steep drops in sales. From discussions with colleagues, I know that many are down by at least a third in production so my ability to maintain normal sales momentum is a relative out performance of 50%.

 This is also seen in my revenue ranking in Dundee where I have moved up by almost 100 spots since starting to use Dianne’s marketing initiatives. We recommend Dianne at GENIE Business Support Services Inc. and will continue to use their services. Anyone in sales who wants to leverage their time and reach many more clients and prospects should talk to the Genie to see how she can magically grow your business.

Dave McMillan, Dundee Wealth Management Inc.

My dealings with Dianne have been excellent.

She’s extremely responsive in regards to my business needs, produces great results and a wonderful person to deal with. All I have to do is to ask Dianne for help in any areas i.e.: marketing, hiring administrative contractors, telemarketers, marketers, etc. and she comes through ALL the time.

 I have absolutely no hesitation is recommending Dianne to any of my associates or anyone for that matter.

 Raymond Choo, Investment Advisor, Dundee Securities

Helping you attract, retain, build & transfer trust through events.

Book your free consultation or select an event.