event leads Archives

10 Steps to Take Before Your Next Retirement Event

Event leads are a critical part of any financial advisor or institution’s external marketing initiatives, and among the most popular ways to get eyeball-to-eyeball with prospects to show them your expertise and convince them to do business with you. We’ve discussed why event leads are some of the hottest leads [...]

The New Era of Event Lead Aggregation

Dinner seminars and workshops have been a staple of the financial world to attract new clients for ages, and while the global pandemic may have caused some disruptions, forward thinking financial advisors and institutions changed the way they marketed them, focusing more on digital marketing instead of solely relying on [...]