Prospecting
We will help you consistently reach more prospects in any market by plugging into our digital and in-person prospecting programs.
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Educational Workshop Program
Our educational workshop system provides the marketing, content, and credibility to help you present to more qualified prospects in your market. Take advantage of our exclusive presentations, mailers and not-for-profit postage discount. Topics include: Tax-Efficient Retirement Strategies, Maximizing Social Security & Retirement Income, Create Your Own Pension, and more.
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Social Media Marketing
Our Facebook and LinkedIn marketing helps you target potential clients in your market, from retirees to employees of large corporations. We generate direct 1-on-1 appointment requests and leads for you.
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Retirement GPS Roundtables
Our unique and effective invitation-only dinner events help you meet potential clients in a personalized and conversational setting. Meaningful interaction leads to powerful business opportunities.