Enhance Investment Portfolios

How successful have you been in securing investment portfolios from your existing customer base with traditional direct marketing or event marketing campaigns?

What if you could secure 15-30 pre-qualified one-on-one meetings with affluent prospects within a 10 mile radius of your branch?

Let Deposit Marketing show you how to connect with these valuable customers with a much more personalized and targeted method of putting you in front of fully-qualified prospects that want to meet in a more business-friendly atmosphere.

The foundation of Neighborhood Marketing. In 1995, "Seminar Success" was introduced - a revolutionary seminar marketing program. Since then, it has become the single most effective event marketing program in the industry, having promoted more than 150,000 events that generated more than 10 million seminar prospects for more 7,000 sales professionals in every corner of the United States. We’re taking the same program to every company and market that needs a consistent flow of motivated, qualified prospects.

Event marketing continues to consistently generate more qualified attendees in one month than most salespersons see in a year.

You can generate leads for virtually any product or service with event marketing. In fact, over the past 13 years we’ve marketed events for chiropractors, home builders, Lasik, travel, plastic surgery, reverse mortgages and many more.

Here are just a few of the items, issues and questions you’ll cover with your consultant:

To feed or not to feed?
Picking the right list
Best days and times to hold your seminars
Why prospects will respond to your invitations
What a premium is and how it can increase your success
SeminarRSVP’s 24/7, in-house event reservation service
The emotional dynamics of seminar marketing
How to steal your competitor’s clients
Return on investment

Success Leaves Clues!

Whether you’re looking to conduct your first event marketing campaign or have done them in the past, following our SeminarSuccess formula virtually assures you a consistent flow of qualified prospects, new clients and a level of financial success you never thought possible!

Personal consultation and Support every step of the way!

When you work with Deposit Marketing, you can focus on what you do best - selling. Your personal marketing consultant will walk you through the program step-by-step.

What is Concierge Consultation?

Concierge Consultation is the ONLY lead generation program in the market that targets and pre-qualifies affluent prospects to meet with you in a On-On-One Dinner Meeting.

In your neighborhood, there is a large segment of the population that will either not respond to a traditional event or are uncomfortable discussing certain matters in a group setting. Concierge Consultation takes the best of traditional event marketing with a much more personalized and target method of putting you in front of fully qualified prospects that want to meet in a more business-friendly atmosphere.

Program Highlights

Generates one-on-one dinner appointments with prospects who won’t respond to a traditional dinner event or direct mail solicitation.
The average 7,500 piece campaign generates 15-30 pre-qualified dinner meetings
Motivates affluent prospects to respond by reinforcing the difference between a "dinner meeting" and a "group event."
Pre-qualifies all prospects before face-to-face meetings
Allows you to determine the pre-qualifying questions
Provides 24/7, live call center support of all inbound prospect calls
Records all pre-qualification calls
Specially trained call center representatives
Boasts a 95% meeting attendance rate
60% prospect-to-client conversion rate.
Has NO competition in the market
Does not require PowerPoint, projectors, laptops, or other presentation materials.
Is tested and proven effective for securing affluent prospects ($250,000 - $1,000,000+ in assets)
Tested and effective in both large and small markets.

Package includes:

Fully personalized invitation printed on high-quality card stock
Bio Card insert printed on matching card stock
Appointment pre-screening & setting performed by our in-house telephony department
A qualification survey - only those responders who complete a survey and meet your qualification minimums will have a lunch or dinner meeting reserved by our telephony department
Password protected website that enables you to view and listen to each and every one of your incoming calls