We Deliver Affluent Clients to Financial Planners Through Several Cannels

Our company has set up a specialized team to help financial planners and wealth advisors develop new clients and build their personal brands.

Here are activities we can assist you with:

[1] Speaking Opportunities

You can speak and make a presentation at any one of these conferences and events that we produce in your area:

*  Strategic Financial Strategies Conference for Physicians

*  Country Club Presentations to Affluent Individuals

*  Conference for Financial Planning, Building Wealth and Protecting Assets

*  Conference For Planning Your Financial Future for Professional Women

*  Planning Your Retirement with Best Financial Strategies for High Income Individuals

*  Financial Exit Strategies for Owners Planning to Sell Their Businesses

Please contact us for details and the upcoming schedule for any of these conferences in your area.

[2] Client Referral Services

Our specialized financial planner marketing group can help you generate new affluent clients across several of our platforms to these target markets:

* Physicians

* Dentists

* Affluent Individuals

* Business Owners

* Affluent Seniors

You provide us with the type of client that you want and the criteria for qualifying them as a good fit for you and we will deliver a guaranteed number of these clients to you.

[3] Referral Relationships Developed for You to Receive Referrals from Third-Party Professionals

Our group will contact other professionals such as attorneys and CPA’s and arrange for you to connect with them so that you can set up a relationship to receive referrals of clients from them.

[4] Market Communications

We offer communications for you to connect to your market to develop new clients:

Custom Email Campaigns

We can create a custom email campaign and send it to our database of your choice of physicians, dentists, business owners or professional women. The emails can contain videos and live links to your web site and email address.

Direct Mail Services

We can create a direct mail campaign to any target market for you. This turn-key program includes development of your marketing piece, print production, mailing list and mailing.

Introductions to New Affluent Residents

Our group offers a service to send an introductory postcard or certificate to new residents in your market who move into homes valued at $400,000 and above when they move into their new property. Make them aware of you before they have the opportunity to meet your competitors.

Content Creation

Our staff can create content for your newsletters, social media or web site. If you want to publish your own book or guide we can handle everything from research, editing, publishing and promotion.

Podcast Productions

We can produce your own branded podcast. Our production team can set you up with the proper software and equipment, edit and professionalize your session and list it for download on the relevant directories.

[5] Publications

Feature yourself and your business in any one of our portfolio of publications that are available in your market:

*  Financial Planner & Wealth Advisor Profiles

*  MD Life – distributed to physicians

*  Dental Practice Management

*  Professional Woman

*  Business Owner Monthly

*  Senior Lifestyles - distributed to affluent seniors

*  Country Club Lifestyles – Distributed to residents of country club communities