1
2
3
1

30
Average Attendees per Night

2

7
Average Appointments per Night

3

$1MM
Average Assets per Client

Five Cornerstones of Financial Planning 2.0™

The Five Cornerstones of Financial Planning 2.0™ marketing platform is a dinner workshop that focuses on holistic financial planning. Its conceptual design and comprehensive approach make it the perfect tool for high net-worth client acquisition.

$1,000.00 – $8,500.00

$8,500.00
$1,000.00
$1,250.00
Download Details

Setting

High-profile restaurant with national recognition or locally renowned venue. Steakhouses and Italian restaurants are strongly suggested.

Marketing

The preferred method to market a dinner-seminar is still direct mail. Invitations should be quality, wedding-style mailers. Digital and Radio advertising should only be used as supplemental marketing.

Content

5CFP 2.0 is presented using flash-based animations. The content is conceptual in nature and focuses on: investment planning, tax planning, retirement planning, insurance planning, and investment planning. Attendees are encouraged to sign up for a complimentary consultation via three different call-to-actions.

Pricing Description

  • Presentation Licensing
    $1,000
    Licensing is valid for 6 months.
  • Marketing Cost
    $8,500
    Minimum marketing for a 2-night event. Pricing includes full Concierge Service. Additional mailers are charged at $0.80 each.
  • Supplemental Marketing - Social Media
    $1,250
    Three-week Social Media campaign.
  • Supplemental Marketing - Radio
    Varies
    Three-week Radio campaign. Includes production and campaign management.