Are you ready to grow your pipeline with the “gray wave?” Boomers have lived through decades of global and economic change. Now they’re seeking financial advice in record numbers. Help them prepare for the next phase of life with proven financial education and expert guidance.
After you’ve built trust and credibility during the course, attendees can request a one-on-one consultation with you, now positioned as a subject matter expert. These consultations are typically completed within 1-2 weeks and held in-person or virtually.
During this session, attendees can ask specific questions about their personal financial situations.
Plan for your annual client acquisition goals| Marketing strategy | Marketing campaigns | Class sessions (2-3 hrs each) | Potential 1:1 session |
|---|---|---|---|
| 1 market area | 2-3x per year | 4-6 per year | 30-45 sessions |
| 2 market areas | 4-6x per year | 8-12 per year | 60-90 sessions |
| 3 market areas | 6-9x per year | 24-36 per year | 90-135 sessions |
