Results
4.3 out of 5 financial professionals say the program helped grown their business
90% of all follow-up meetings are converted into new clients or incremental business
25% of participants requested follow-up meetings
Average 50-75% sales lift following each event
Average 6% response rate using Age Wave marketing materials
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Testimonials
“Right on point; covers exactly what clients/prospects need to hear. The call to action is clear and they know what they need to do.”
“Awesome content. Well-presented. This is what a professional advisor needs from his support companies.”
“The message was right and energized the advisor to go back through his book of business.”
“You are right on the money! Excellent presentation and extremely valuable information.”
“Eye opener - great, different approach that could bridge the ‘closed mind’ aspect many clients bring with them.”
Overview
Age Wave’s unique suite of innovative, results-driven marketing tools and seminar systems are specifically designed to help financial professionals connect and build business with today’s middlescent and maturing consumers.
Built upon Age Wave’s 20 years of landmark research on aging-related issues, as well as our compelling presentations, best-selling books, and highly successful marketing and communications initiatives; our “LifeCourse Navigation,” “The Power Years,” and “How to Thrive in Retirement” seminar systems all deliver both deep learning and bottom-line results.