Our client acquisition programs are tailored to each individual advisor’s goals and strengths. For instance, if you are comfortable speaking in front of a microphone, we offer our radio and podcasting program as a proven, credibility-building way to get more qualified prospects calling into your show. Or let’s say you enjoy public speaking and can command a room by sharing success stories. We provide access to turnkey programs to help you achieve greater success with your in-person and live events, too.
In addition to radio shows and live events, we also offer other programs, including a couple of them that you might be interested in now.
- Federal Worker Appointments
We have offered federal employee appointments for several years now, especially for the advisors that specialize and target them. NOTE: These are actual virtual appointments set up for you, not just leads.
Given that a lot of federal workers have recently lost their jobs or are being forced into early retirement, we wanted to remind you about this program again. With no securities licensing required, this lead generation program is available in 45 different states for select advisors—call us at 800.440.1088 to learn more about it.
- TV Ads on Streaming Services to High-Net-Worth Households
This is a fairly new program, and we are excited about it. Now you can run 15 or 30-second ads on platforms like Hulu, Roku, Amazon Prime and more, with precise, targeted delivery to residential locations with high-net-worth individuals in your market area.
And remember, as another value-add service available because of your partnership with Quantum, our new high-definition television studio—which will be finished in March of 2025—now allows us to produce and edit the advertising content for you!
Television is a powerful medium which allows you to increase your brand awareness and credibility using video, and internet streaming content services continue to grow in popularity. We are excited to offer this to you; please call us at 800.440.1088 to discuss more details.
As Client Acquisition Manager, Mattie Gomez leverages her background in luxury event planning and sales to help advisors cultivate their audiences through dinner seminars, client events, and workshops, focusing on effective lead generation and client engagement.
