Utilize Simplicity’s no-cost, appointment-generating program
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Simplicity advisors can now leverage our Tax Diversification and Retirement (TDR) program to engage current clients and attract new business effortlessly. Best-selling author Patrick Kelly will provide your clients key strategies to help clients reduce future tax liabilities while protecting their retirement goals.
Appointment Generating
Lead Generating
Elevate your client communication strategy with Simplicity’s email deployment services. Let us handle the task of reaching out to your existing clients on your behalf to promote the upcoming webinars. Save valuable time while optimizing deliverability and minimizing bounce rates for cleaner marketing results.
If you are looking for new leads to promote the webinar, you can use Facebook advertising - in a structured and data-driven way - to fill your events with highly qualified prospects, boosting both attendance and conversion rates. Let Simplicity take the guesswork out of digital advertising and deliver results you can count on.
Automated Webinar Follow-Up Sequence
The automated follow-up email sequence is designed to nurture prospects and maximize appointment interest.
Following each webinar, attendees receive targeted emails prompting them to book a strategy session with you,
while non-attendees are encouraged to watch the replay before scheduling.
FAQs
Why is Patrick Kelly the best person to present this topic?
Patrick Kelly is a financial services veteran of 30+ years, a leading educator of over 100,000 professionals, and a renowned author of 6 financial planning books, including best seller Tax Free Retirement.
When will I receive my unique links and best practices guide?
Unique links and the best practices guide will be sent 3 weeks before the first consumer webinar. This will allow ample time to prepare your list(s) and execute the best practices outlined.
How do my clients come back to me?
The unique link you receive via email will tie anyone who registers with your link back to you. To see registrants in real time and attendees post webinar, we will provide a code to login to RSVP attend. We will also handle follow-up emails to both attendees and non-attendees, encouraging them to schedule a meeting with you.
Do I receive anything after the consumer webinars?
After the consumer webinars, you will receive a Tax Diversification Audit worksheet that you can use in client meetings regarding the webinar. This worksheet can be custom branded by your Simplicity Marketing Associate.
Is this program really free?
The platform is free and you can participate for no-cost. However, for the best results we recommend utilizing all of its features, including the Tax-Free Retirement book and digital marketing services offered by Simplicity at a low cost.
