How do you make up for last year and accelerate your bottom-line growth?

When recently asked what will be most important to enhance profitability over the next 12 months, 2500 successful advisors and financial professionals said that the push for new clients remained their top driver. Duh!

COVID has increased money-in-motion over 350% which can be a powerful source of new clients.

How do you get your value prop in front of that high-intent audience? How do you nurture them once you engage them? How do you convert them into appointments? How do you "wow" your clients into referral generators? Finally, how do you do all that at scale without spending a fortune?


Michael Kitces says the average acquisition cost for a new client is north of $3000 when you include the expense and the time invested. That's a lot of time and money.

There’s an easier and more cost-effective way to attract new clients while lowering your client acquisition costs, and we’ve got the data to prove it. Join us on April 1 at 11 am CT for Your Catalyst to Post-COVID Success.

In this webinar, we'll show you how top advisors are engaging new high-intent prospects. We'll show you the client on-boarding and monthly client communication campaigns they use to improve their client experience and increase their referrals. It costs less than you're spending to acquire one new client. The content is not canned. In fact it is personalized to you and your firm. It's FINRA-reviewed. We call this Your Post-COVID Success Plan.

Your Post-COVID Success Plan with us will include:

  1. Proven point and click campaigns to convert your "dead lead" file into new opportunities.
  2. Award winning lead generation campaigns and engaging client newsletters that drive more referrals from your existing clients.
  3. Personalized Facebook ads, emails and social media campaigns that attract new money-in-motion prospects and generate appointments in your exclusive territory.
  
In the words of one of Barron's Top 4 Investment Advisors: "(this) is the only marketing company in our industry that delivers proven results and stands behind them."


In a fast-paced 60-minute interactive session, we will reveal what over 38,000 digital campaigns last year tell you about what’s working and the mistakes financial advisors are making.

We share how we deliver a 5X ROI on your current marketing spend:

  • Why a multi-channel marketing approach will increase your results by 300% – Facebook ads or direct mail alone won’t get it done.
  • The email strategy that gets 14.31% better success.
  • The best strategy for keeping your pipeline full.
  • Which high-converting content gets appointments the fastest.
  • A comprehensive strategy for converting cold leads into referral-producing clients.

Recognized as the most innovative, 2019 and 2020 best content marketing and social media leadership winner, this is Your Catalyst to Post-COVID Success.

ATTENDEE BONUS: Qualified InsurMark financial advisors using Catalyst save over $3000 on their first year fees.

Join us to learn how we can help ambitious annuity, life and wealth advisors build more successful and sustainable 21st century retirement income businesses.
Drive more growth today, join us!
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If you have any questions or would like additional information about the program, please reach out to [email protected].