We have compiled the Safe Money Events best practices to make sure you get the best results out of your Event Lead Generation.

A quick scope of the program. The Safe Money Events Dinner Seminar and Event marketing program entails:

• ONE landing page
• ONE thank you page
• ONE form
• TWO follow-up emails
• TWO text messages.
• Safe Money Marketing will also provide a compliance document on request.

Any other modifications and changes to the program may result in a $150 an hour charge.

Quick Glance at Our Comprehensive Guarantee Guidelines

Please review closely as our guarantees are only offered for events that follow our best practices!

The following best practices, terms and conditions are designed to help you get the best performance out of your Facebook seminar with Safe Money Events. Only seminars that follow these best practices will qualify for our guarantee. We will still run your seminar, but your next seminar will not be free regardless of seminar performance.

Market Size: There must be a minimum of 25,000 people in our target demographic within a 10-mile radius around the event venue.

Demographics: Agent must adhere to SME preferred demographics.

Topics: Agent must use a SME-approved topic, i.e. Taxes and retirement, Retirement Income, or Social Security.

Venues:

All seminar dates must be at the same venue.

-Workshops

• Colleges, universities and libraries are the preferred venues for workshops. Other venues must be pre-approved through Safe Money Events to be guaranteed.
• Make sure locations/rooms are easy to find and accessible with ample parking. Use signs to help people figure out where to go.
• Agents should never use their office space, conference centers or hotels to host an event. We see very poor registration and turnout numbers. 

– Dinners Seminars

• Venues for dinner seminars must be at an actual restaurant. We recommend mid- to high-end venues. Other venues such as buffets, diners, country clubs, hotels, etc., will not be guaranteed. If you are unsure of whether your venue will be guaranteed or not, please consult with Safe Money Events.
• Safe Money Events recommends providing multiple menu options with a steak and/or salmon option. High quality food visuals result in more engagement, which means we generate cheaper clicks and drive more conversions.
• Avoid restaurants with minimums. If the restaurant is a nice venue with a lot of appeal, but has a certain minimum, Safe Money Events would recommend only advertising for one date to make sure you can hit your minimum. We can attract higher quality individuals with nicer venues.
• Check venues on Google to see if they have a high star rating (4+ stars) and a large number of reviews. If they do, that typically indicates that it is a popular, well-liked restaurant.

-Semi-Social Events

Consider doing something outside of the box to set yourself apart from the competition. Wine tastings, golf outings, etc., can help drive more attendance.

Event Location

When choosing your location, think about where people frequent and where they may be willing to travel. If you are near a metro area, people who live in the metro/suburbs may not be willing to travel to rural town outside of the metro, but people in the rural town might be willing to travel in for an event. Venues in areas where people typically frequent for shopping, entertainment, etc., may be more familiar to people and increase the likelihood that they may be willing to attend.

If a specific venue or market area does not meet a guarantee, Safe Money Events, at their own discretion, may not guarantee future events at that venue or in that market.

Time of Day: Events must start between 5:30 p.m. and 7 p.m. Events must last no longer than an hour and a half for workshops and two hours for dinner seminars.

Days of the Week: Events must be held on Tuesday, Wednesday or Thursday night. There is an exception for workshops, which may allow a Saturday morning with a start time between 10 a.m. and 11 a.m.

Timing: Event must not take place during the week of a major holiday. There must also be at least 30 days between your last event date and the start of our next advertising campaign for seminars taking place in the same market.

Multiple Dates: Event dates should be within the same calendar week to be guaranteed.

Orders: Seminar orders must be received at least five weeks in advance for a first-time agent or four weeks in advance otherwise.

How We Count Registrants: Safe Money Events measures registrants as the number of people registered, not by buying units. Registrants are simply people who register for an event, not how many people show up.

Failing to reach guarantee: In the unlikely event that your event falls short of the guaranteed number of registrants, Safe Money Events will subtract $500 from your next order with Safe Money Events.

Seminars must follow all of our best practices to be qualified for the guarantee. Any alterations may nullify your “guarantee”.