That's the power of Concierge Consultation. While seminars continue to be the most effective, cost-per-lead basis, form of lead generation, a growing number of advisors are looking for other cost-efficient and cost-effective options to group dinner seminar events. In addition, there is a large segment of the population that will either not respond to a traditional seminar invitation or are uncomfortable discussing financial matters in a group setting. Concierge Consultation was designed to overcome these objections.
Concierge Consultation takes the best of traditional event marketing and adds a more personalized and targeted methodology: One that puts advisors only in front of fully-qualified prospects who want to meet an advisor in a more personal, one-to-one dinner meeting atmosphere.
Concierge Consultation is a one-to-one lead generation program that uses a "dinner" meeting concept rather than a "dinner seminar." It utilizes RME's dominance in seminar marketing, full printing and production services, custom RSVP, telephony and customer service excellence to introduce a new, first of its kind, one-to-one lead generation and appointment setting product.
Listen to our recent Coaching Call on Concierge Consultation
(Length: 24 min)
Listen to a testimonial from a recent Concierge Consultation client
(Length: 12 min)
What's included with Concierge Consultation?
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Fully personalized invitation printed on high-quality "linen-look" card stock
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"Bio Card" insert printed on matching card stock
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Appointment pre-screening & setting performed by our in-house telephony department
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A qualification survey -- only those responders that complete a survey and meet your qualification minimums will have a dinner meeting reserved by our telephony department
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Password protected website that enables you to view and listen to each and every one of your incoming call
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Listen to an ACTUAL Pre-Qualifying Call
(Privacy Policy: In accordance with RME's privacy policy, these calls have been edited
to remove all personal contact information)
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(Length 2min 59sec) |
(Length 3min 32sec) |
(Length 3min 28sec) |
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Identify 4 to 5 financial and investment demographics of those
you wish to invite
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Write 3 to 5 qualifying questions for the survey
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Identify the zip codes for those you wish to invite
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Provide biographical information and head-shot picture for the
"Bio Card" insert
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Submit a summary or bullet points of topics you will discuss
during the dinner meeting
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Submit the dates and times you wish to have the dinner
meetings
set
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Identify 2 to 3 "Five Star" restaurants in your area
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Call now and be the first one in your area to offer this unique, brand-new, first of its kind lead generation and appointment setting program!!!
