RSA & Advisor Seminars Presents:
Recruit for You
Are you affiliated with a BD, RIA, Hybrid firm or are you an insurance professional? If so, we have a group of Financial Advisors eager to hear more about the benefits of being affiliated with your firm and we’d like you to consider us as an external recruiter for your firm.
At R.S.A. and Advisor Seminars, LLC, we bring Advisors and experienced Financial Services industry professionals together several times a year at Advisor conferences. These events focus on relevant, timely topics that will provide Financial Advisors with the tools and services they need to propel their practices in 2021.
Who do we bring in?
After over 25 years in the industry, we use our extensive network and turnkey digital marketing system to bring in top Investment Advisor Representatives and Independent F/As.
In addition, we also Live Stream Broadcast to other F/A’s via ZOOM.
CONNECT WITH SOCIO
- Make sure to check out our app that is an additional feature of our virtual event allowing even more communication between on-line viewers and speakers.
Event Venue Examples:
Top Golf
Ruth’s Chris Steak House
SkySong Business Park
Conference Topic Examples:
- F/A Recruiting & Branch Building – we can help you start and grow a branch now!
- Financial Services
- Insurance Products & Services
- Financial Technology
- Business Succession Planning, Practice Valuation, M & A
- Financial Technology
- Life insurance planning moves after the SECURE Act eliminated the stretch IRA
- Support current OSJs
- Add new I.A.R.s or entities
- Add new F/A’s or agents
- Your firm’s custody arrangements
Attract your Ideal Client
Are you a financial professional looking to bring on quality clients looking for full financial planning?
At R.S.A. and Advisor Seminars, LLC, we use unique marketing strategies, network connections and expertise gained from over 25 years of experience in the financial industry to help experienced Financial Services industry professionals organically grow their practices and connect them with high quality prospects each year.
Digital Marketing System:
We use customizable recruitment services for FAs, BDs and RIAs. We reach out to thousands of retirees and pre-retirees every month that may have an interest in using a new F/A.
Once we’ve developed a strategy for you, our digital marketing system nurtures potential clients repeatedly. Throughout the year, we implement tools like behavioral retargeting to adjust these strategies with you–thereby reaching and attracting your ideal candidate.
The following list contains some of the tools we utilize (and customize) to attract your ideal clientele:
- Various social media tools, including Facebook Ads
- Email Campaigns
- Phone Calls
- Customizable landing pages
Consumer Events:
We bring together experienced Financial Services industry professionals and consumers together several times a year at a variety of events. These events focus on relevant, timely topics that will provide financial service professionals the opportunity to connect with quality, potential clients and drive business to your firm.
CONNECT WITH SOCIO:
- Make sure to check out our app that is an additional feature of our virtual event allowing even more communication between on-line viewers and speakers.
EVENT PAGE EXAMPLES:
Venue Examples:
Top Golf
Ruth’s Chris Steak House
SkySong Business Park
Dual Event
How is it dual?
At this event, we offer firms and individuals the opportunity to recruit financial advisors to their firm/office and the ability to meet and greet new potential, high networth clients. This event is a combination of the two separate events discussed above.
How does it work?
We bring in F/As to hear your firm’s initial recruitment presentation. In a separate room (typically across the hall), that same speaker will have the opportunity to present to a group of consumers on topics designed to attract new clients. Similar to Event 1, we will bring in a group of approximately 10 F/As to hear your firm’s recruitment presentation from 4-6PM. Then, from 6-730PM, we will have another room of approximately 15 prospects and suspects for you to speak to regarding your financial planning expertise.
At RSA & Advisor Seminars, you don’t have to choose just attracting F/As or attracting new clients. This service we offer is for financial professionals looking to not only bring on quality F/As to your firm but also attract potential clients during the same event! Our goal is to take the leg work out of marketing and recruiting for you, so you are able to focus on what’s important–your work!