A done-for-you lead generation
program for finanical advisors
Done-For-You Lead Generation
Safe Money Events is a done-for-you lead generation program for financial advisors looking to generate new leads and grow their business through dinner seminars and educational events. Our event-based platform provides a path for advisors to do what they do best; share their expertise, build credibility, and connect with potential clients.
We have established ourselves as the leaders in high-converting seminar campaigns for the financial services space. We promote Safe Money Events across the country each month, filling them with highly-targeted audiences.
Our system provides everything you need to succeed.
Here’s what makes us different and how you can apply our system to your business with the options that work best for you.Choose Your Strategy
Start by perusing Safe Money Strategies below. Click on the strategy and start your lead generation adventure.
1
2
Tell Us About It
After selecting your strategy, fill out our intake forms to let us know a little bit about your venue, topics, and follow-up process.
3
Watch Leads Come In!
Financial advisors and insurance agents will be given access to our proprietary dashboard where they can access their leads.
Our services
Choose Your Strategy, fill out the intake form, & watch your leads come in!
Sign up for our newsletter!
Newsletter Signup