Getting Started in Financial Marketing                                   

Seminar Direct

Marketing Financial Services Getting Started in Financial Marketing


Seminar Marketing:
Now It's So Easy!

Arrow 1) Send In Your Order Form

Arrow 2) Approve Art and Mailing List

Arrow 3) Hold the Seminar

Arrow 4) Book Appointments and Close

Arrow  Repeat

Great tool that shows the best and worst days to hold your seminars.

Find out how many qualified prospects there are in your area.

A no obligation review of your mailer by the industry's design dream team.

Financial Marketing Quick Start

1. Call us today at (888) 629-1919
One of our financial marketing specialists can get you started quickly with your own personalized marketing consultation. You'll talk one-on-one with an experienced team member who can help you design a program that will achieve your personal goals.

To take full advantage of the session, please download one of our order forms and review the information so you'll have all the information necessary.

Arrow Seminar Marketing Order Form

Arrow Lead Generation Order Form

Arrow Newsletter Order Form

Our clients have found these marketing sessions to be extremely beneficial; even agents and advisors who've been doing marketing for years.

The market is constantly changing, let us keep you up to date with the most popular subjects and effective financial marketing techniques that work in today's market!

2. Select Your Demographics
Your campaign will be much more successful if you target the ideal group of prospects. To do this, you need to first identify the characteristics of your Perfect Prospect. These factors are the qualities you would use to describe your absolutely perfect new client.

Key demographics to consider:

Investable Assets
Home Ownership
Dwelling Type
Length of Residence
Marital Status
Net Worth

With almost two decades of experience, our team can provide the advice you need to insure your successl. Our consultative approach and expertise is truly what separates us from the competition.

CAUTION: Don't rely on small local printers who have limited experience and can't provide you with a national perspective of what is working today!

3. Submit Your Order
Please submit your order with fully completed forms via fax at (602) 340-0295.

When faxing your order, please include any copy or layout ideas you may have along with any previous marketing materials you have used.

If you don't have anything in mind, let us create a winning mailer for you or suggest something from our huge library of successful seminar invitations.

Upon receipt of your order, we'll send you a detailed schedule of your mailing and when we'll accomplish each of the major steps involved.


“Using your seminar system, we made almost $500,000 in new gross commissions last year. I just wish we found your company a few years ago.”
                                                -  J. McMinn, Financial Advisor