Seminar Success®

by the Numbers

0
Years Experience
0
Hyper-Targeted Cities
0 K
Events Promoted
0 MM
Event Responders

Since its creation in 1995, the foundation of RME360’s Seminar Success® program was based on inviting consumers to a social dinner event, held in a private function room at a neighborhood restaurant to hear a local financial professional discuss issues and topics related to retirement and investment planning. Seminar Success® remains the most successful event-marketing program in the financial services industry. The formulas created by our founder, Jorge Villar, give clear direction to sales and marketing professionals who want to consistently drive qualified prospects to their social events. After more than two decades, these core formulas remain virtually unchanged.

HOW IT WORKS

We put you face to face with uniquely targeted and highly qualified prospects in a dinner-and presentation setting through targeted, direct marketing utilizing our multisource database. When you have the best invitation, the best venue, and the best presentation, you can expect a full room of prospective clients looking for a local financial professional to help them with their investment and retirement plans.

PERSONALIZED CONSULTING SERVICES

By working with RME360, you can focus on what you do best—developing your client base. Your personal marketing consultant will walk you through the program step-by-step. Every Marketing Consultant has been personally coached by Jorge Villar, creator of the Seminar Success® program, thus ensuring you’ll receive guidance that is tailored to your unique business and that is founded on factual information and “best practices.”

RETURN ON INVESTMENT FROM SEMINAR SUCCESS®

All marketing comes down to the bottom line! Financial professionals that work with RME360 and follow the Seminar Success® formula get an average marketing ROI of over 200%. A review of the charts below shows ROI examples based on the type of products and services you promote during your seminar events. Based on the national average, the income from just one seminar event mailing not only covers all the expenses for the campaign but also provides enough money to fund another event and still leave you a hefty profit.

ANNUITY PRODUCER

 DIRECT MAIL RESPONSE RATES

1.00%

1.25%

1.50%

 UNIQUE HOUSEHOLDS TARGETED

7,500

7,500

7,500

 SEMINAR ATTENDEES/LEADS

75

94

113

BUYING UNITS (70%)

53

66

79

APPOINTMENTS SET (50%)

26

33

39

APPOINTMENTS CLOSED (10-15%)

3

4

5

 MARKETING PROGRAM COST

$5,925

$5,925

$5,925

 MEALS ($30 PER HEAD)

$2,250

$2,813

$3,375

 TOTAL INVESTMENT

$8,175

$8,738

$9,300

 COST PER LEAD

$109

$93

$83

 COST PER APPOINTMENT

$314

$265

$238

TOTAL REVENUE GENERATED*

$18,000

$24,000

$30,000

RETURN ON INVESTMENT

120%

175%

223%

*Average Sale: $100,000 X 6% Comp = $6,000

REGISTERED REPRESENTATIVE

 DIRECT MAIL RESPONSE RATES

1.00%

1.25%

1.50%

 UNIQUE HOUSEHOLDS TARGETED

7,500

7,500

7,500

 SEMINAR ATTENDEES/LEADS

75

94

113

BUYING UNITS (70%)

53

66

79

APPOINTMENTS SET (50%)

26

33

39

APPOINTMENTS CLOSED (10-15%)

3

4

5

 MARKETING PROGRAM COST

$5,925

$5,925

$5,925

 MEALS ($30 PER HEAD)

$2,250

$2,813

$3,375

 TOTAL INVESTMENT

$8,175

$8,738

$9,300

 COST PER LEAD

$109

$93

$83

 COST PER APPOINTMENT

$314

$265

$238

TOTAL REVENUE GENERATED*

$37,500

$50,000

$62,500

RETURN ON INVESTMENT

359%

472%

572%

*Average Asset Transfer $250,000 X 5% Comp = $12,500

RIA MONEY MANAGER

 DIRECT MAIL RESPONSE RATES

1.00%

1.25%

1.50%

 UNIQUE HOUSEHOLDS TARGETED

7,500

7,500

7,500

 SEMINAR ATTENDEES/LEADS

75

94

113

BUYING UNITS (70%)

53

66

79

APPOINTMENTS SET (50%)

38

47

56

APPOINTMENTS CLOSED (10%)

4

5

6

 MARKETING PROGRAM COST

$5,925

$5,925

$5,925

 MEALS ($30 PER HEAD)

$2,250

$2,813

$3,375

 TOTAL INVESTMENT

$8,175

$8,738

$9,300

 COST PER LEAD

$109

$93

$83

 COST PER APPOINTMENT

$215

$186

$166

TOTAL REVENUE GENERATED*

$100,000

$125,000

$150,000

RETURN ON INVESTMENT

1123%

1331%

1513%

*Average Asset Transfer $250,000 X 1% Annual Money Mgmt Fee = $2,500 x 10 years = $25,000 (Lifetime Value)

No other company can match RME360’s experience, dedication, results or passion for seminar marketing.  To learn more and to schedule an initial consultation with an RME360 Marketing Consultant, CLICK HERE

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At RME360

WE KNOW THAT WITH BETTER DATA, OUR CLIENTS CAN MAKE BETTER MARKETING DECISIONS.

CONTACT YOUR RME360 MARKETING CONSULTANT TODAY TO LEARN HOW TO SEE MORE PROSPECTS IN ONE MONTH THAN MOST ADVISORS SEE IN A YEAR!

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