1
2
3
1

50
Leads per Campaign

2

20
Appointments per Campaign

3

$150k
Average Assets per Client

Financial Green™

Recent changes in local and state laws all over the U.S. have made triggered what is being called the Green Rush. Financial Green™ is one of the platforms that capitalizes on relevant marketing to drive a high number of prospects to your practice. The principle behind it is simple: educate clients on the risks associated with this volatile investment while introducing them to other investment strategies.

$1,000.00 – $8,500.00

$8,500.00
$3,500.00
$1,000.00
Download Details

Setting

Educational classes and over-the-phone consultations are the most effective mediums to convert leads into prospects.

Marketing

Digital and Radio advertising generate the majority of the leads by sparking interest among potential clients. Our team is highly experienced at delivering an attractive message while preserving the integrity and image of your practice.

Content

Financial Green™ offers investors quality educational information that helps them make sound decisions while keeping their risk tolerance in mind.

Pricing Description

  • Presentation Licensing
    $1,000
    Licensing is valid for 6 months.
  • Marketing Cost - Digital
    $3,500
    Four-week Social Media campaign. Includes content licensing and lead management for duration of campaign.
  • Marketing Cost - Radio
    Varies
    Ten 30-second ad spots. Includes content licensing and lead management for duration of campaign.
  • Supplemental Marketing - Direct Mail
    $8,500
    Minimum marketing for 10,000 mail pieces. Pricing includes full Campaign Management. Additional mailers are charged at $0.80 each.