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Planning >> Presenting >> Reporting
Getting started with our seminar is simple!
Providing you with all the tools you'll need for success, our system
gives you the following materials:
[read a sample] |
Seminar Check-list & Timeline
While many Financial Professionals have conducted seminars in the past, for those of
you who are new to the process, or perhaps a little "rusty", we have developed a step-by-step
process to assist you in planning and delivering the Savings Bond seminar.
The Check-list & Timeline includes an action list from the conception of the idea, to when & where to place your ads,
to when you should hold a seminar, all the way through following-up with your prospects.
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[read a sample] |
How to Succeed Using the Savings Bond Educational Seminar - Guideline
Having access to the concept and materials of the Savings Bond Educational Seminar is one thing,
but the way you implement the system can be just as important as owning it. After speaking with
several individuals throughout the country who are having excellent results using the SBPlanner.com
Seminar strategy, we have developed this guide to detail the commonalities between the ways
they use our materials and their success in attracting new prospects to attend the seminar.
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[Sample - Side 1]
[Sample - Side 2] |
Double-Sided Flyer & Insert
A very successful piece used by several of our financial planners to advertise the Educational Savings
Bond seminar. We have field tested materials, just like this one, that have proven how great a response
to our educational seminar can be. Click on one of the pages to the left to see the example.
Describing example material to be covered during the seminar:
- Why some Savings Bonds are worth substantially more than their face value
- Why your bonds may not be earning the interest rate you think they are
- Why it's critical to maintain a written record of the bonds you own
- How to reduce or eliminate the payment of Federal Income Tax on bond interest
- How to decide which Savings Bonds to cash in first
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Advisors Marketing
[go to AdvisorsMarketing.us]
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Advertising & Marketing Materials
Whether you are brand new to seminars or an experienced pro, it is crucial to get trusted marketing advice and ideas to grow your business. Advisors Marketing will take a different approach to seminar marketing than you may be accustomed to receiving. Advisors Marketing believes in a consulting approach to seminars. You will get much more than an order taker with Advisors Marketing. You will be able to discuss your marketing with industry experienced pros.
Patrick Gawrych the National Sales Manager for Advisors Marketing has offered to personally work with all sbplanner.com members to dramatically increase your seminar results. Patrick has mailed well over 10 million pieces of mail for his clients and helped them earn well over $50,000,000 in commissions.
To discuss your next seminar, please call Patrick at 800-506-4711 or email him at patg@advisorsmarketing.us.
Custom Designed Invitations
Advisors Marketing creates a full range of products, from black and white post cards to
FULL-COLOR mailers to a high line formal wedding style invitation to custom fit your unique message.
Want to put your company's color logo or color photo on the mailer? Advisors Marketing CAN!
Advisors Marketing has developed seminar mailings and invitations that are driven
by results... only by results. These will create revenue for you, as well as creating a
great first impression. Just follow their easy steps for success.
800-506-4711
Visit their web site click here.
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[view sample search] |
Web Referral Service - SavingsBonds.com
This innovative service provides you with qualified referrals from our sister web site, www.SavingsBonds.com.
The site currently attracts over 119,000 unique consumers monthly and is the highest ranking,
non-governmental site offering comprehensive savings bond information on the web. Our site frequently receives
requests for savings bond investment advice as well as questions on how to reinvest the proceeds from
poorly performing or matured bonds. A search for the closest "Savings Bond Planner" to the consumer's ZIP code area
is now available for visitors from the Home Page of our site, allowing for easy access to your contact information.
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*NEW* Savings Bond Payroll Deduction Plan Search - We have compiled this search tool to help you find companies in your area that
participate in the SBPD plan as leads for attendees to your Savings Bond Seminar. We suggest you contact their HR departments
and offer a presentation/workshop to their employees about their Savings Bonds.
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