Financial Planning Marketing Programs

Three Memberships to Choose From

An initial phone consultation will help you determine which of these programs will best suit your practice…

For a quick comparison, see the Benefits-at-a-Glance.

Membership Options

“Practice-Building” Membership

The MAP’s most popular membership is for practices that want to improve their overall marketing plan — from lead generation to lead conversion to referral generation.

We’ll customize the MAP’s 3-Stage Marketing Plan specifically for your practice, and then guide you and your staff through implementation of that plan. You’ll have access to a variety of proven marketing programs, systems & promotions to help you attract more leads, retain more clients and capture more referrals.

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“Seminar/Webinar” Membership

If you already have a good conversion rate during your consultations, and all you need is more consultations, the seminar/webinar marketing program can generate the leads and appointments you’re looking for.

You’ll receive a complete seminar/webinar marketing system — proven seminar campaigns, Powerpoint presentations and seminar handouts — along with step-by-step systems and unlimited coaching to help ensure your events produce the highest attendance and appointment rate possible.

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“Seminar/Webinar Ad License” Membership

If you already conduct seminars or webinars and make lots of appointments, and all you need are more reservations, then you can use one of the MAP’s proven seminar campaigns.

We’ll determine the best media and create an ad campaign based on what’s working for other practices. We’ll place your ads with the media, which may include social media, direct mail, email and newspaper. We’ll track the results of each ad, so we’ll know exactly how well each ad works!

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Benefits At-A-Glance
Schedule a Free Consultation

Let’s schedule a FREE, 30-minute, phone consultation to discuss how seminars would work for you. Click the button to schedule, or call…

1-800-651-0633

What People Are Saying

  • I'm not your only client, but sometimes it seems like it...you attend to my needs so quickly.
    — Oklahoma
  • We received 95 seminar reservations during our first week — we're blown away!
    — South Carolina
  • Results from my first seminar paid for my membership for a full year. I've definitely gotten my money's worth!
    — New York
  • 14 appointments again yesterday these people were swarming that appointment table like never before!!
    — Massachusetts
  • If I hadn’t gone with you guys, my bankruptcy would already be complete by now.
    — Missouri
  • MAP membership gave our program the jump start it desperately needed.
    — Oregon
  • It’s really amazing… I can’t believe the number of people calling!
    — Indiana
  • We mailed a direct mail letter for a private seminar and got a 5.5% response rate!
    — Oklahoma
  • The easy-to-follow, step-by-step program saves money and time by eliminating trial & error.
    — New Jersey
  • We received 156 calls from our first seminar advertising. We had to book an overflow seminar!
    — New Mexico
  • My gosh, we’re getting bombarded with calls!
    — Massachusetts
  • We had five seminars and they were all packed!
    — Arkansas
  • You know, I didn’t think this was going to work. I’m completely blown away.
    — Florida
  • These seminars really work. It’s amazing!
    — Washington
  • I'm not your only client, but sometimes it seems like it...you attend to my needs so quickly.
    — Oklahoma
  • We received 95 seminar reservations during our first week — we're blown away!
    — South Carolina
  • Results from my first seminar paid for my membership for a full year. I've definitely gotten my money's worth!
    — New York
  • 14 appointments again yesterday these people were swarming that appointment table like never before!!
    — Massachusetts
  • If I hadn’t gone with you guys, my bankruptcy would already be complete by now.
    — Missouri
  • MAP membership gave our program the jump start it desperately needed.
    — Oregon
  • It’s really amazing… I can’t believe the number of people calling!
    — Indiana
  • We mailed a direct mail letter for a private seminar and got a 5.5% response rate!
    — Oklahoma
  • The easy-to-follow, step-by-step program saves money and time by eliminating trial & error.
    — New Jersey
  • We received 156 calls from our first seminar advertising. We had to book an overflow seminar!
    — New Mexico
  • My gosh, we’re getting bombarded with calls!
    — Massachusetts
  • We had five seminars and they were all packed!
    — Arkansas
  • You know, I didn’t think this was going to work. I’m completely blown away.
    — Florida
  • These seminars really work. It’s amazing!
    — Washington