Seminar Marketing

We have many consumer seminar pieces and have an exclusive mailing facility with the best seminar and marketing expertise in the industry. We understand the dynamics of giving effective financial seminars and generating new clients from these events. We will train you, start to finish, how to be successful in the seminar business.

EliteMeetings™

Through long term test marketing, we have found that there is a segment of the population, the "high net worth individuals", that will not attend seminars. We have created an exclusive marketing system to generate one-on-one lunch and dinner appointments for you. All you need to do is send out mail and show up for dinner - it is really that easy! We can guide you through the one-on-one meetings toward successful first appointments, leading to new client relationships.

Appointment Maker Letter/Lead Cards

For those of you who don’t want to do seminars, and don’t want to go out for dinner with prospects, we have developed the elite leads. We will mail to select targeted demographics to generate prospects interested in your services. You call the clients and set up your own appointments.