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Prospecting & Marketing

New Prospecting Opportunity for 2025: Investment Evolution

By February 12, 2025February 13th, 2025No Comments

A Comprehensive Campaign to Grow Your Business

Introducing Investment Evolution, ESI’s newest proprietary marketing campaign designed to help you connect with new audiences and re-engage existing clients. This seminar marketing toolkit equips you with everything you need to attract prospects, deliver value-driven content, and close the sale.

Here’s what’s included:

  1. Seminar Invite Email – Ready to send.
  2. Customizable Postcard Invite – Ready for your customization on CoBrand on Demand.
  3. Social Media Posts – Choose from five tailored options!
  4. The Seminar Presentation – Professional, impactful content.
  5. Follow-Up Emails – Keep the momentum going.
  6. Client Tools – Including a Fact Finder, Questionnaire, and more.

Not a Fan of Hosting Seminars?

No problem! You can still leverage many of the Investment Evolution campaign materials without hosting an event. Use the social media posts and prospecting emails as standalone tools to connect with clients and prospects.

And don’t forget about 30-Year Retirement Plan, launched in Q4 2024. This campaign offers a similar range of tools and prospecting opportunities to grow your business.

Why Investment Evolution?

Over the decades, the financial industry has undergone significant transformation. From straightforward investment options to a sophisticated array of products, these changes bring new opportunities—and challenges—for investors.

For many clients, life changes and market shifts may have left their investment strategies misaligned, ineffective, or both. The Investment Evolution campaign is designed to position you as the trusted professional who can help them recalibrate their strategies and achieve their financial goals.

This campaign is more than just marketing—it’s a powerful tool to showcase your value, grow your investment business, and solidify client relationships.

Get Seminar Support with AcquireUp! 

If you want to get serious about seminars, and are looking for additional support in executing an event that brings the ROI, consider partnering with AcquireUp, ESI’s approved event marketing vendor. Learn more here.

 

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