Lead Generation

Leading Response

Seminars for financial advisors are an excellent way to showcase your expertise, build trust with potential clients, and generate leads. However, the goal is not just to educate attendees but to convert them into appointments. Here are some strategies to ensure that your financial seminar marketing effectively leads to one-on-one appointments.

White Glove Workshops

White Glove Co-Founders Dean Thurman and Mike Thurman are financial advisors by trade. For many years, the cousins relied on the “old school” method of seminar marketing to grow their business. They created print invitations and mailed them to people in an area where they wanted to host an educational seminar.

Direct Mail


The entire team at MBI is dedicated to making your life easier, seriously! We want to learn your every need so that we can anticipate the machinery, inventory, and staff it will take to process your projects with the speed and dependability that makes you indispensable to your customers.

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