Everything Evolves.
From milestones to markets, and investment strategies, too.

Seminar Marketing Power Pack

Your Complete Seminar Marketing Campaign

Over the decades, the financial industry has undergone significant transformations. From simple, straightforward investment options to a wide array of sophisticated products, the evolution of financial products has opened up new opportunities and challenges for investors. These same individuals have likely had many life changes, potentially resulting in an investment strategy that is misaligned, ineffective, or both.

This campaign is designed to help you market yourself and your services and to help you build your investment business in the process.

Please note that this seminar is for ESI Registered Representative or IAR use only.

Format: Deliver your seminar virtually as a webinar or as a traditional in-person event – the choice is yours.

Target Audience

Current clients, centers of influence, friends & family, managed money prospects, and the rest of your network.
Do your clients and prospects know exactly what you do? Don’t assume that your network fully understands everything you bring to the table. If you want your network to know exactly what you offer, you have to remind them. And then you have to remind them again.

For Prospecting

Position yourself as the expert who keeps pace with the constantly evolving world of financial services. Share valuable education and solutions with new prospects, aiming to schedule a follow-up meeting after the seminar to discuss how you can help them achieve their financial goals.

Prospecting emails can be used without conducting the seminar.

For Clients

It’s an opportunity to reconnect and remind your clients of all the solutions you provide. Invite clients as a value-add event and ask them to bring a friend, or request referrals at the event.

Tip: Even long-time clients might not realize the full scope of expertise you provide, so touching base at least annually with clients for an Investment Evolution review is important.

FOR RR/IAR USE ONLY – NOT FOR USE WITH THE GENERAL PUBLIC

Equity Services, Inc. (ESI), Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser. In CO, MO, NH and WI, ESI operates as Vermont Equity Services. Morningstar is independent of Equity Services, Inc. P: 800-344-7437 | www.Equity-Services.com | One National Life Drive, Montpelier, VT 05604

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