EVENT MARKETING FOR FINANCIAL ADVISORS
Done For You Lead Generation for Your Events.
GuidedGrowth Events is a done-for-you lead generation program for financial advisors looking to generate new leads and grow their business through dinner seminars and educational events. Our event-based platform provides a path for advisors to do what they do best; share their expertise, build credibility, and connect with potential clients.
We have established ourselves as the leaders in high-converting seminar campaigns for the financial services space. We promote Safe Money Events across the country each month, filling them with highly-targeted audiences.
Attract
Educate
Qualify
Close
The GuidedGrowth Events System provides everything you need for successful events.
Here’s what makes us different and how you can apply our system to your business with the options that work best for you.
Choose Your
Strategy
Start by perusing Safe Money Strategies below. Click on the strategy and start your lead generation adventure.
Tell Us
About It
After selecting your strategy, fill out our intake forms to let us know a little bit about your venue, topics, and follow-up process
Watch Leads
Come In
Financial advisors and Insurance agents will be given access to our proprietary dashboard where they can access their leads.
WHY CHOOSE THE GUIDED GROWTH PLATFORM?
All-In-One Seminar Management System
We provide all the tools needed to run the following event types successfully.
Dinner Seminar Events
For advisors and agents using dinner seminars and event marketing to attract clients.
Eductional Workshops
For advisors and agents using educational workshops to attract clients.
Movie Theatre Events
For advisors and agents using educational workshops to attract clients.
Live & Automated Webinars
For advisors and agents using educational workshops to attract clients.
We'll Build it For You
Unlock the full potential of GuidedGrowth AI + CRM with our expert team, ready to build custom automations and funnels tailored to your business needs—
an add-on service that takes care of the heavy lifting for you.
Attract
Educate
Qualify
Close
Social Security Maximization
We have created a turnkey marketing program entitled Social Security Maximization. The remarkable work within this program will not only clearly outline what steps your clients need to take to maximize their Social Security benefits, but it will also illustrate the shortfall of income and what solutions may be suitable for them.
Solutions to the climbing costs of college
With tuition skyrocketing, parents of college-bound students face a wrenching financial decision: pour their savings into college tuition or burden their children or themselves with student loans. The good news is that there are ways to pay for college while protecting your client's retirement savings all at the same time.
The Power of Zero
The Power of Zero: The Tax Train Is Coming is the first major Hollywood documentary film to take an in-depth look at how the U.S. National Debt is setting the stage for massive tax increases within the next 10 years and how they’ll impact a retiring generation of Baby Boomers.
The Baby Boomer Dilemma
he Baby Boomer Dilemma Documentary goes over the current hurdles and uncertainties of traditional retirement planning, including not as talked about downsides of 401(k)’s and what will happen if/when Social Security runs out. Brigitte C Madria, PH. D, Dean of Marriott School of Business mentions a new look at risk management due to rising market uncertainties. Tom Hegna, PBS Host: Don’t Worry, Retire Happy addresses the growing shift of advisors specializing as retirement income specialist.
The Million Dollar Baby
The Million Dollar Baby™ Plan is an investment vehicle that produces stable returns, regardless of market volatility, and will create long lasting wealth. *Canada Life has paid a dividend of over 5.9% every year into their participating policies since 1950. The cash value of the Million Dollar Baby Plan™ can only go up in value!You can access your investment money tax free at any time and for any purpose. The unique advantage about The Million Dollar Baby™ Savings Plan is that, when you access the money, your account looks like you’ve never touched a dime, and have not interrupted the compounding interest growth in your account.
GuidedGrowth Seminar Event
Basic Package
$2,499/ Event
2 Event Dates (1 Evening, 1 Afternoon)
Fully vetted qualify/disqualify process.
Registration Page
Confirmation Emails
Confirmation Calls (Week of, Day Before & Day Of)
Scripted Presentation Included
30 Participants (Buying Units)
BEST VALUE
GuidedGrowth Seminar Event
Standard Package
$2,999/ Event
2 Event Dates (1 Evening, 1 Afternoon)
Fully vetted qualify/disqualify process.
Registration Page
Confirmation Emails
Confirmation Calls (Week of, Day Before & Day Of)
Scripted Presentation Included
Live Webinar link for those who can't attend live.
Virtual Appointment Setter
40 Participants (Buying Units)
GuidedGrowth Seminar Event
Premiere Package
$3,499/ Event
2 Event Dates (1 Evening, 1 Afternoon)
Fully vetted qualify/disqualify process.
Registration Page
Confirmation Emails
Confirmation Calls (Week of, Day Before & Day Of)
Scripted Presentation Included
Live and Syndicated Webinar link for those who can't attend live.
Virtual Appointment Setter
50 Participants (Buying Units)
Do You Have The Tools To Succeed In The New Economy?
The World of Growing a financial services and insurance business has changed dramatically. People are being left behind using outdated methods, tools and systems to generate and manage clients.
Guided Growth and Divine Path Financial Give you the Tools, Strategies, Systems, Partners and Support to build a business that can withstand and thrive in the new economy.
Learn The 'New Economy' Fundamentals
Build Authority & Credibility
Attract Ideal Clients
Convert Prospects to Paying Clients with Ease
Automate Your Marketing
Systematize your Entire Operation