Workshops continue to be an effective and efficient strategy for getting in front of new clients! With our proven track record of success, let us help you fill a room with potential clients.

By selecting this package, you’ll get 5,000 invitations to an upcoming workshop. Our in-house marketing team will work with you to refine the demographics, personalize the invitation and make sure that it gets out in time! You spend less time on the admin, and more time doing what you do best — closing business!

NOTE – for max effectiveness, you’ll need to be starting this marketing 7-8 weeks before your workshop! If you’re considering dates, and want to throw some ideas around, call us at 800-390-9016.

Our workshops consistently get you in front of $5M+ in assets. How many clients can YOU close from that?