Strategy Advisory Group
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Contact Us TodayConcierge Leads
A growing number of advisors are looking for cost-efficient and cost-effective alternatives to group dinner seminar events. In addition, there is a large segment of the population that will either not respond to a traditional seminar invitation or are uncomfortable discussing financial matters in a group setting. The Concierge Consultation program was designed to overcome these objections.
How It Works
The Concierge Consultation program sets you up with one-on-one, face-to-face meetings with prospects based on a proven pre-qualification process, so each prospect that you meet with has met your required profile. The focus of this program is on quality, not quantity.
Why It Works
This program takes the best of traditional event marketing and adds a more personalized and targeted methodology: One that puts advisors only in front of fully-qualified prospects who want to meet an advisor in a more personal, one-to-one meeting atmosphere.