Seminar and Webinar Pricing

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Standard

Individual
Workshops

No Monthly Fees

Base Topics
$249
per household
Premium Topics
$299
per household
No Up-Front Costs
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Registrations at No Risk
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Attendees at No Risk
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New Client Guarantee*
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Appointment Requests
Nurture & Engage Campaigns
*Terms & Conditions Apply – Speak to you EMC about guarantees
subscription

White Glove ONE
Workshops

$329/mo • Nurture & Engage

Base Topics
$249
per household
Premium Topics
$299
per household
No Up-Front Costs
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Registrations at No Risk
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Attendees at No Risk
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New Client Guarantee*
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Appointment Requests
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Monthly Fee
$329
Nurture & Engage Campaigns
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Best Deal
*Terms & Conditions Apply – Speak to you EMC about guarantees

All prices are in USD – Seminar and webinar topic prices are charged per household

Pricing That Suits Your Needs

Whether you’re in search of solutions for lead generation, lead nurturing, client engagement, or all the above — we’ve got you covered.

Standard

Individual Workshops

No Monthly Fees

Base Topics
$249
per attended
household
Premium Topics
$299
per attended
household
No Up-Front Costs
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Registrations at No Risk
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Attendees at No Risk
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New Client Guarantee*
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Hand-Raiser Guarantee
Nurture & Engage
Start Hosting
*Terms Apply – Speak to your EMC about guarantees
subscription

White Glove ONE

$299/month

Billed yearly, or $329 month-to-month

Base Topics
$249
per attended
household
Premium Topics
$299
per attended
household
No Up-Front Costs
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Registrations at No Risk
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Attendees at No Risk
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New Client Guarantee*
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Hand-Raiser Guarantee
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Monthly Fee
$329
Nurture & Engage
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Start Hosting
*Terms Apply – Speak to your EMC about guarantees
SAVE ANNUALLY
Subscription

Nurture & Engage

$299/month

Billed yearly, or $329 month-to-month

Dedicated Concierge
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Social Media Marketing
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Email Newsletters
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FINRA Reviewed Drip Campaigns
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Advisor Branded Content
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Facebook Live Broadcasts
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Appointment Setting
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Monthly Fee
$329
Prospect & Client Engagement
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Nurture & Engage

Included with White Glove ONE

Contact Sales
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  • Dedicated Concierge
  • Social Media Marketing
  • Email Newsletters
  • Appointment Setting
  • Advisor Branded Content
  • Facebook Live Broadcasts
  • FINRA Reviewed Drip Campaigns
  • Prospect & Client Engagement
Subscription

Nurture & Engage

$299/month

Billed yearly, or $329 month-to-month

Dedicated Concierge
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Social Media Marketing
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Email Newsletters
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FINRA Reviewed Drip Campaigns
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Advisor Branded Content
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Facebook Live Broadcasts
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Appointment Setting
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Monthly Fee
$329
Prospect & Client Engagement
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All prices are in USD – Seminar and webinar topic prices are charged per household

Guarantees

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Features
Individual Workshops
Triple Guarantee
White Glove ONE
Quadruple Guarantee
Registrations at No Risk
We cover all up-front costs
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Attendees at No Risk
Pay after the event and for only those who attend
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Guaranteed New Client*
If you do not receive a new client within 120 days of your event, we will provide a free workshop
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Hand-Raiser Guarantee
At least 20% of your households purchased will indicate they are interested in speaking with a financial professional.
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*Speak to your Executive Marketing Consultant for more details about guarantees.
Pricing based on per household attendance at an educational seminar, webinar or restaurant seminar. A single person, spouse or both spouses in attendance represent one household.

Benefits

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Features
Individual Workshops
Triple Guarantee
White Glove ONE
Quadruple Guarantee
Nurture Campaign
Nurture new leads – Develop relationships and drive even more results with email newsletters, social media postings, and branded content.
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Engage Campaign
Engage with current clients – Enable consistent communications through exclusive client newsletters, social media postings, and branded content.
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No Up-Front Costs
Pay AFTER your event
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Performance-based Payment
Only pay for those who attend
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Conversion Campaigns
Post-event lead follow-ups
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No-Show Lead Packages
Contact info for workshop absentees
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White Glove University
Access to educational webinars, guides, templates and more
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*Speak to your Executive Marketing Consultant for more details about guarantees.
Pricing based on per household attendance at an educational seminar, webinar or restaurant seminar. A single person, spouse or both spouses in attendance represent one household.

Support

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Features
Individual Workshops
Triple Guarantee
White Glove ONE
Quadruple Guarantee
Registrant Confirmation Outreach
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Data Enrichment
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Pre-Event Conversation Opt-In
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Reminder Calls
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Webinar Scorecard
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Venue Coordination
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Webinar Concierge
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Onboarding & Training
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Event Management
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Ad/Landing Page Creation
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Pricing based on per household attendance at an educational seminar, webinar or restaurant seminar. A single person, spouse or both spouses in attendance represent one household.

Seminar and Webinar Pricing

Base Topics
$249 per household
Social Security 567
Medicare 567
Premium Topics
$299 per household
Taxes in Retirement 567
Estate Planning 567 – Legal
Estate Planning 567 – Financial
College Planning 567
Retirement Helper – Canada (seminar only)

Unlock Palladium Perks

Do you love our marketing solutions? With a Palladium membership, the more you work with us, the more we work with you.

Become a
Palladium Member
Discounts per household on all workshops
Rush & Change Fee Waivers
Discounted White Glove Host-U Tuition

Still Have Questions?

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