Digital Engagement That Connects and Delivers
Maximize Your Lead Generation
Unlock the full potential of your prospects and valued clients: Supercharge your approach to nurturing potential and existing clients with exclusive content for unparalleled impact!
Are you a financial management firm seeking to elevate your client base, increase lead generation, and forge stronger connections with your existing clients?
Look no further!
Beyond the Numbers: Learnings for Lifestyle and Living Well
This lifestyle webinar series by iMARK Communications, designed exclusively for financial management firms, is your key to unlocking new lead generation and nurturing current client opportunities that will grow your business.
The one thing all wealth management firms have in common - lack of quality, unique lead generation content for high-valued prospects and nurturing your existing client base.
UNTIL NOW!
Want to learn more?
Call us at 908-866-6141
or
Schedule Time
WHAT DO YOU GET!
✔ Once you sign-up, lock out any other wealth management firms within a 50 mile radius
✔ Initial package for up to 100 webinar registrants (additional registration packages available)
✔ Your firm branded registration page with your logo & tracking
✔ Approved email invite copy for prospects and current clients
✔ Your firm branded print-ready mailer PDF
✔ Weekly registration reports
✔ Post-event attendance + survey data
✔ All event production and hosting done for you
Set Yourself Apart!
Wealth management firms can drive powerful new lead generation and organic growth through our exclusive, turnkey lifestyle webinars.
Designed to attract high-income prospects who value elevated experiences, these compliance-free events offer a low-pressure, high-impact way to engage with your prospects unlike any other firm—without discussing financial products.
By creating memorable moments that clients talk about, your firm can foster relationships, spark organic referrals, and creative positive buzz.
Most importantly, this approach positions your firm as a leader in “wealth enjoyment,” setting you apart in a saturated marketplace.
This is impactful content that your current and prospective high-value clients are interested in. Our programs feature nationally known speakers including:
Luxury Travel With Points
Dave Grossman
Dave Grossman, is the Founder of MilesTalk.com and the author of MilesTalk: Live Your Wildest Travel Dreams Using Miles and Points, a definitive guide for travelers looking to unlock luxury experiences through strategic use of frequent flyer miles and hotel points.
Find The Right Contractor
Skip Bedell
Skip Bedell, home contractor and TV personality and host presents How to Choose a Contractor for Your Home Improvement Project and Avoid Problems and Scams and will provide you the information needed to find a reliable contractor and avoid costly mistakes.
Secrets To Car Buying
Jerry Reynolds
Jerry Reynolds, The CarPro Show, nationally syndicated radio talk show host will unravel the mysteries for What is The Best Car For Me, The Best Way To Buy One, and How Can I Find A Dealer I Can Trust.
WHY SHOULD I PARTICIPATE?
Strengthen Client Loyalty:
Offer meaningful lifestyle enrichment—beyond portfolio performance—to emotionally connect with clients and deepen their appreciation for your firm.
Generate Qualified Leads:
Use the webinars as a soft-entry lead magnet for high-income individuals who value elevated lifestyle experiences but are not yet engaged in financial advisory services.
Create Advocates & Referrals:
Happy clients share exceptional experiences. Offering exclusive, value-driven content that improves their day-to-day life creates buzz and increases word-of-mouth referrals.
Avoid Regulatory Hurdles:
With no financial product or investment advice discussed, this lifestyle-first content bypasses the need for compliance approval—saving time and reducing operational friction.
Differentiate Your Brand:
In a crowded market of financial sameness, become the firm that offers not just wealth management, but wealth enjoyment.
WANT TO KNOW MORE?
Call us now at 908-866-6141
Email us at info@i-markcomm.com
Schedule a time convenient for you