Financial Marketing Systems for Agents and Advisors.                        

Seminar Direct

 

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 College Planning Marketing Information

VIEW SAMPLES OF COLLEGE PLANNING INVITES


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College Planning

Regardless if you are financial advisor focused specifically in the College Planning market or an advisor with a broad product portfolio, SEMINAR DIRECT can offer a solution that will create a response and present you as a professional in your community.

SEMINAR DIRECT has a superior track record for providing full-service, top quality marketing campaigns. We assist in getting your message out to a targeted demographic with the right message at the right time. Our total focus is to provide your community with relevant information about your solutions to give you the best opportunity to help families plan for college. Our marketing materials are high-quality and focused on providing thorough information on what is available to them.

Our comprehensive solution includes full-color, highly professional mail pieces such as glossy postcards, vibrant letter invites, and wedding style invitations. Our list is comprehensive and has a history of a high rate of success. When the responses begin coming in through our toll-free number, your prospects will be greeted with an operator and their information will be immediately available online for you to view. That online solution offers you all the tools you need to have a successful event including name tag templates, sign-in sheets, and confirmation callbacks. We are ready to help you prepare families in your community for funding their college dreams.

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“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