Target the High-Net Worth Market
Seventy percent of higher net-worth prospects will never attend a public seminar event. That’s why we developed the One-on-One Appointment Program. This program targets individuals with income producing assets in excess of $250,000 and includes a direct-mail offer that generates one-on-one office appointments.
How it Works:
- We secure and send to the list an offer for a $100 gift card
- Prospects respond for a one-on-one financial review
- When appointments are set you fulfill the offer by providing the gift card
The One-on-One Appointment Program is a time-tested and highly effective lead generation program. It specifically targets qualified, wealthier prospects to meet for one-on-one in-office appointments in a private and professional setting for a full financial review.
- 7,500 piece wedding-style mailer
- Projected 8-12 appointments
- Toll-free Response Line
- 24-hour call center
- Calls recorded
- Uploaded to website for your review
- Appointment confirmation letter
What You’re Responsible For:
- Securing the Gift Cards
- Conducting the Meetings
Price and program availability subject change at any time and without notice. May not be available in all states. Some states may limit gift amount.