Webinar: Unlocking the Power of Seminars by CreativeOne

About This Webinar

As a financial advisor, you understand the importance of continuously attracting new clients and growing your business. Navigating the myriad of options to prospect for new clients can be a daunting task and, while seminars stand out as a powerful and efficient approach, how can you be sure you're truly leveraging their full potential?

Join us for our upcoming webinar, Unlocking the Power of Seminars, where you’ll discover valuable insights about how to maximize your seminar performance.

Agenda

Detailed insights into different seminar marketing channels and their effectiveness.
How Facebook Seminars can be a low-cost, yet highly effective lead-generation strategy when utilizing digital marketing.
How we utilize hypertargeting and advanced data sources to get you in front of more affluent prospects and niche audiences.
How to nurture and convert seminar leads into appointments (whether they attend or not).
How to create an effective seminar marketing strategy and plan to meet your business objectives.
How to utilize pre-recorded virtual webinars to generate appointments on your calendar while you’re out golfing or enjoying life.
Tips and best practices for maximizing your seminar potential.

Presenters

Hannah Gerstner

Director of Digital Marketing

Hannah Gerstner is an award-winning marketing leader who helps financial advisors create impactful, revenue-generating marketing campaigns. She’s also a professional listener, really good question-asker, and a David Bowie fanatic.

As the Director of Digital Marketing at CreativeOne, Hannah blends her natural curiosity, strategic acumen, and a love for data to build results-oriented marketing plans. With nearly a decade of experience in creating marketing strategies for small businesses, Hannah works closely with financial advisors to customized lead generation campaigns that convert into new business.

Hannah and her team leverage a variety of marketing approaches, including go-to-market strategy, growth tactics, seminar marketing, and both paid and organic advertising. Together, they boast impressive conversion rates, a 10:1 marketing ROI, and over 10,000 advisor campaigns launched.

Perry Boles

Chief Marketing Officer

Perry plays a vital role in supporting the growth of independent financial advisors. With a sharp strategic mind and a talent for creating impactful marketing campaigns, Perry helps financial advisors expand their client base and reach their business objectives.

At the helm of a skilled marketing team, Perry inspires his colleagues to think outside the box and develop innovative solutions to complex marketing challenges. He places a strong emphasis on delivering measurable results for the firm and its clients, ensuring that each marketing campaign has a tangible impact on their success.

Perry is a visionary leader, driven by a passion for marketing and a commitment to excellence. He cultivates a supportive and collaborative work environment, encouraging his team to take ownership of their projects and bring their unique ideas to the table. Under his leadership, the marketing team at CreativeOne continues to set new standards for innovation and results in the financial services industry.