Lead Generation

Performance-based solutions to keep your pipeline filled

Lead Generation in a Nutshell

Get more leads to keep your pipeline full and your calendar booked with appointments, risk free!

Through performance-based seminars, webinars, and consultation appointments, we help you find quality leads for the most effective lead generation and conversion rates, and book them right to your calendar!

All Done For You So You Can: 
Save money with performance-based pricing. We only charge for leads that attend!
Have confidence with Success Zone technology.
Avoid the headache with end-to-end concierge services.
Generate more business from your leads.

Don’t leave money on the table!

Add Conversion Campaigns to one (or all!) of the lead generation solutions and we’ll follow up with your newly established leads through effective multi-channel drip campaigns- booking those leads straight to your calendar.

“They really take the load off my back so I can focus on what I do best, and that's meeting with people, preparing plans and taking people through retirement.”

– Sam Dixon | Oxford Advisory Group

Sam Dixon Headshot

Want more leads? Our data-driven targeting capabilities + our marketing savvy = an average 6:1 return on marketing spend.

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All Done For You So You Can: 

Save Money with Performance-Based Pricing. We only charge for leads that attend!
Have confidence with Success Zone Technology.
Avoid the Headache with End-to-End Concierge Services.
Generate more business from your leads.

“They really take the load off my back so I can focus on what I do best, and that's meeting with people, preparing plans and taking people through retirement.”

– Sam Dixon | Oxford Advisory Group

Sam Dixon Headshot

Workshops: Seminars

Our Done-For-You, performance-based seminars allow you to focus on what you do best- advising your clients and promoting financial wellbeing. 

When you use Done-For-You Lead Generation seminar solutions, we:

Book and manage your venue
Provide all advertising and marketing
Carry out reminder calls, texts, and emails
Give live support to registrants

PLUS! Get even more out of your leads with conversion campaigns! 

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“I received $10M in AUM from my last 2 events.”

– Ethan A.

Did you know that, statistically, over 61% of registrants will convert to attendees?
(Source: ON24)

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Workshops: Seminars

Our Done-For-You, performance-based seminars allow you to focus on what you do best- advising your clients and promoting financial wellbeing. 

When you use Done-For-You Lead Generation seminar solutions, we:

Book and manage your venue
Provide all advertising and marketing
Carry out reminder calls, texts, and emails
Give live support to registrants

PLUS! Get even more out of your leads with conversion campaigns

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“I received $10M in AUM from my last 2 events.”

– Ethan A.

All Done For You So You Can: 
Get noticed as an industry expert in your community.
Learn workshop best practices from your personal Client Service Specialist.
Save time! Let us do the administrative and marketing work for you.
Identify optimal markets using Success Zone technology. 

Workshops: Webinars

If you’re looking for a way to generate quality leads and books appointments while staying in the comfort of your home or office, performance-based webinars are for you. We optimize Done-For-You best practices like audience targeting, peak timing, and market research to maximize performance. 

When you use Done-For-You Lead Generation webinar solutions, we:

Manage your event marketing
Perform platform training and practice sessions
Handle technology management
Track and report analytics

Don’t leave money on the table! More leads and more appointments, booked directly onto your calendar with conversion campaigns!

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“Our first set of virtual events was four weeks ago and we’ve already got two people who have inked paper to bring assets totaling over $2.5 million.”

– Brad G.

All Done For You So You Can: 
Stand out as a thought leader in your community
Reach quality lead from any state you are licensed in
Save time with pre-recorded and rebroadcasted workshops.
Target your perfect client and fill your pipeline with Success Zone technology. 
Avoid cancellation due to inclement weather.

Done-for-You Workshop Topics

No matter the audience, we have over 15 educational workshop topics designed to maximize your success.

These topics include:

Taxes in retirement
Annuity education
Estate planning
Wealth and financial planning strategies
And More

These topics have been tested through tens of thousands of marketing events, and we can provide feedback to the most appropriate educational workshop topic for your success!

Associate online training seminar

Consultation Appointments

Fill your calendar with qualified prospects who are looking for answers from a financial expert based on a range of education topics.

Consultation Appointments connect you directly with qualified, exclusive leads seeking advice on various financial topics through private virtual education-based consultations. These performance-based consultation appointments are set on a monthly budget and are booked in real time to your calendar! 

When you use Done-For-You Consultation Appointments, we:

Book virtual meetings with vetted leads and schedule directly to your calendar
Provide warm introductions to kickstart your relationship with your attendee
Handle all follow-up communications to keep you top of mind
Conducts fitness calls and text messaging to all leads to further qualify the attendee

“Over the course of a single week, we’ve met with 7 prospects with combined assets of more than 20 million from Consultation Appointments.”

– Brandon M.

All Done For You So You Can: 
Gain appointments with leads who are handpicked and vetted just for you.
Save time as we book appointments directly to your calendar in real time.
Increase your reach by booking virtual appointments with leads in all states where you are licensed.
Save money- only pay for performance!
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Opportunity

White Glove
Success Zones

Uncover more opportunities by turning your market into a success zone!

We use our proprietary technology to locate “hot spot” demographics that are less populated with financial advisors who are educating on the same topics as you. By identifying success zones, you can easily avoid topic saturation and ad fatigue.

Unlock Perks

White Glove Palladium Program

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

Unlock Palladium member perks including:

Maximize your White Glove leads with Conversion Campaigns!

Using Conversion Campaigns, we take your newly established workshop leads and nurture them with a 50-day phone, text, and email targeting campaign to maximize your marketing budget and book appointments directly to your calendar.

Get Started with
White Glove ONE

Our Other Solutions

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Are you looking for enterprise solutions?  We have them! Check out Gainfully.com for our enterprise solutions.

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