
ADVISOR MARKETING SERVICES
Branding

Direct Mail

List Generation

Graphic Design

Social Media

Website Design


TARGET QUALIFIED PROSPECTS AND BOOST SEMINAR
ATTENDANCE WITH SEMINAR INVITATION MAILERS
Attendance with Seminar Invitation Mailers!
The 'S' Factor in Your Seminar's Success
The message holds the key to filling seminar seats.
We know how to capture your target audience’s attention and draw them in with information that is relevant and enticing to them. We have years of experience creating seminar mailers and our results prove that using the right words gets you more responses
We emphasize your professional image and the value of your presentation.
Our invitations put the emphasis on your knowledge, credentials, and the educational value of your workshop, not just the ‘free food.’ Not only do you make a great first impression and start building credibility with prospects, you immediately differentiate yourself from the other advisors in town—and you attract people who are interested in more than the meal.
Optimum demographic screening targets qualified prospects
List selection is a lot more than just picking an age or income range. Plum’s seminar consultants help you to target exactly the type of prospects you want by using a variety of demographic selection strategies.
Maintaining high response rates by avoiding over-saturation of mail.
One of the biggest reasons that seminar marketers fail is over-saturation. Mailing to the same prospects repeatedly results in declining response rates—and frustration. We take the time to map out a strategy that’s designed to yield consistently good results month in and month out.
After Printing & Mailing We'll Provide...
You'll Also Receive...
Online training videos and one-on-one video conferencing assistance.
Learn more about our
seminar invitation mailers today!

GENERATE QUALIFIED LEADS AND SECURE THE CLIENTS YOU
WANT THE MOST WITH ONE-ON-ONE APPOINTMENT MAILERS
One-on-One Appointment Mailers!
Our Process
We create a high-quality mailers which invite prospects to a one-on-one appointment in your office or in their homes. The mailer offers a $100 gift card to a local restaurant in exchange for meeting with you.
We create a high-quality mailers which invite prospects to a one-on-one appointment in your office or in their homes. The mailer offers a $100 gift card to a local restaurant in exchange for meeting with you.
We send out your mailers. Interested prospects will call a 1-800 RSVP service dedicated to your campaign, where they will be able to book an appointment according to your schedule.
Prospects who call in will be screened for a minimum amount of investable assets that you determine (e.g. $50,000 or more). If an individual does not qualify, you can still pursue them as a lead. ***An Income-Producing-Assets screening is also available for an additional fee***
You receive a personalized login to a database to monitor your results, view contact information, and listen to the recorded conversations of prospects setting the appointments with you.
Once the mailers hit, you can expect to see appointments within ten business days. All we encourage you to do is make the confirmation calls to establish a rapport with your potential clients.
If you need help conducting these meetings, we offer personal coaching as well!
Some quick highlights....
Learn more about our one-on-one
appointment mailers today!
GENERATE QUALIFIED LEADS AND SECURE THE CLIENTS YOU
WANT THE MOST WITH ONE-ON-ONE APPOINTMENT MAILERS
One-on-One Appointment Mailers!
Our Process
We create a high-quality mailers which invite prospects to a one-on-one appointment in your office or in their homes. The mailer offers a $100 gift card to a local restaurant in exchange for meeting with you.
We create a high-quality mailers which invite prospects to a one-on-one appointment in your office or in their homes. The mailer offers a $100 gift card to a local restaurant in exchange for meeting with you.
We send out your mailers. Interested prospects will call a 1-800 RSVP service dedicated to your campaign, where they will be able to book an appointment according to your schedule.
Prospects who call in will be screened for a minimum amount of investable assets that you determine (e.g. $50,000 or more). If an individual does not qualify, you can still pursue them as a lead. ***An Income-Producing-Assets screening is also available for an additional fee***
You receive a personalized login to a database to monitor your results, view contact information, and listen to the recorded conversations of prospects setting the appointments with you.
Once the mailers hit, you can expect to see appointments within ten business days. All we encourage you to do is make the confirmation calls to establish a rapport with your potential clients.
If you need help conducting these meetings, we offer personal coaching as well!
Learn more about our one-on-one
appointment mailers today!
INNOVATIVE DIRECT MAIL LEAD GENERATION FOR
EXTRAORDINARY RESPONSE RATES AND CONVERSIONS.
Lead Generation Mailers
Get a custom design, high-quality printing and mailing service, and daily lead response reports. Our mailers come in a variety of formats, including double postcards that mail first class for quick responses. We customize your design with your branding and your message. All mailers can be altered to meet compliance regulations if necessary.
We Provide Reply Cards for...
Medicare Supplement
Final Expense
Annuity
Retirement
Wealth Transfer
Mortgage Protection
Trusts
Estate Planning
Veterans
Dual Eligible
Seminars
Dental-Vision-Hearing
