Invitation Package

Large group seminars are not the right fit for everyone – advisors and prospects alike. Some advisors prefer to educate potential clients in a more relaxed, intimate setting.   

The Retirement Roundtable TM program from Acquire Direct Marketing is the latest option for advisors that would rather work with smaller groups. Instead of presenting to 30 or 40 people at a time, you set up smaller meetings of 8-12 prospects at a single table. It less of a presentation, and more of a discussion that you lead.

Benefits of using the Retirement Roundtable™ Program:
• It’s much more interactive than a seminar. Prospects are encouraged to contribute and participate in the discussion.
• It’s an attractive option for prospects that aren’t interested in attending large group seminars.
• There is a greater opportunity to establish a connection and build rapport with prospects, making them much more likely to schedule an office appointment.
• It costs less than a large group seminar.
• There are far fewer logistics (audio/visual, handouts, set-up etc.) to contend with.

Each Retirement Roundtable™ mailing package includes a custom printed invitation, biography card and tickets; an exclusive tested and proven copyrighted message, and custom-built list of your ideal prospects.

For more information, samples and pricing, call today!
1-800-771-9898 www.acquirefinancial.com