Advantages of Worksite & Organizational Marketing

Sponsored seminar marketing has become one of the most productive and cost-effective ways to build your financial practice!

You will learn how to:

  • Obtain an implied endorsement of you and your practice through employer and organizational sponsorship
  • Increase your visibility in the community and develop long-term relationships with employers and organizations
  • Present seminars to large groups of qualified prospects with similar profiles
  • Develop individual and group business
  • Generate substantial income through a systematic marketing process
  • Reduce your marketing expenses while increasing your ability to meet qualified, motivated prospects:
    • $4,000 to $8,000 to fill a public seminar
    • $2,000 to $3,000 for a direct marketing campaign
    • $150-$300 to fill the room at a worksite sponsored workshop

Your Window of Opportunity

The worksite market is expected to grow 10 to 15% annually for the next decade. The following important factors have created greater demand for worksite and organizational financial education:

  • Poor recent financial market performance
  • Employee losses related to the Enron scandal
  • Individuals seeking financial education from employers and organizations
  • Employers and organizations are evaluating educational solutions
  • Increase in employee directed pension plans
  • Aging US population
  • Department of Labor guidelines outlining employer responsibility

A Better Way Build Your Practice

Worksite seminar marketing provides you with a repeatable, systematic marketing process.

Learn how to leverage your time and money more effectively to accomplish your most difficult financial practice building steps listed below:

1. Prospecting

  • Sponsored seminar marketing puts you in front of more people
  • Sponsored seminars give you credibility through an implied endorsement
  • You can reduce your marketing expenses by 75%-90%

2. Education

  • Your seminars give you a forum to educate attendees
  • Build trust and rapport in a noncommercial, interactive environment
  • Showcase your expertise and establish your integrity

3. Data Gathering

  • Performed by the attendee as part of the seminar process
  • Learn techniques that lead to greater than 50% client conversion

4. Decision Making

  • Streamline the decision-making process
  • Educated prospects understand your recommendations

5. Implementation

  • Learn how to make a smooth transition from educator to advisor

6. Client Retention

  • Client appreciation seminars make annual reviews easy and profitable
  • Open new doors to employers and organizations during the process

The result - convert a high percentage of the qualified prospects you meet into lifelong clients.

Fast-Track to Master Seminar Marketing

What Advisors Have Accomplished

Frequently Asked Questions

How to Register

Contact us for more information or to register.

 

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