Educational Marketing Systems for Financial Advisors
Educational Marketing Systems for Financial Advisors
More growth. Less work.
Tired of relying on hard-sell dinner presentations, referrals, cold calling and other marketing efforts that fail to deliver real results? Let us help you shine as the subject matter expert so you can easily engage and convert high-quality prospects who pay to learn from you. So you can quickly and naturally cultivate new client relationships—whether in person or via the virtual classroom.
- Market Exclusivity: Instruct courses in market areas that are exclusively yours and come with affluent investors
- Turnkey Marketing: We take care of direct mail and digital marketing, plus RSVP management
- FINRA-Reviewed and Compliance-Ready Courses: Build trust and credibility with ready-made courses proven to convert
- Expert Training & Support: Access 1:1 coaching and tools to help you master the virtual and physical classrooms
Chalice Network Advantage
- Connect with quality leads who pay to attend your courses
- ~100% course attendance rate and ~50% convert to appointments
- Save 30% on license agreement
Benefits
Acquire New Clients
Our data-driven platform gives you a scalable and reliable way to win your best clients
Establish Credibility Quickly
You’re positioned as the subject matter expert so you can build trust—without the sales pitch
Grow Your Pipeline
Tap into lead generation sources proven to deliver high-quality prospects—so you can keep your funnel full this year and beyond