Prospecting Solutions

For many financial professionals, the most important and often-overlooked ingredient to success is prospecting. Finding and acquiring qualified clients can be an overwhelming and time-consuming task. For more than 25 years, Emerald has been the front-runner in developing hard-hitting, effective prospecting solutions that help advisors reach qualified prospects.

Emerald's client-prospecting programs provide the tools necessary for advisors to exhibit their expertise, cultivate trust, and motivate people to take action. Since 1986, our RIP method of building rapport, demonstrating integrity and persuading people to act has compelled thousands of agents to integrate Emerald's prospecting tools into their practices.

Emerald offers a variety of seminar marketing systems, direct-mail campaigns, and lead-generation campaigns that attract different target audiences.

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Strengthen your financial marketing knowledge with Emerald’s Training Programs
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Present hour-long seminars on a variety of specific financial topics
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All the tools you need to plan, promote, present, and follow up on a successful worksite prospecting program
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Systems to allow advisors to participate as instructors for public schools, community colleges, and Universities
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Quickly build your book of business with our free dining event seminar on developing a plan for retirement
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Fill your seminar seats with qualified prospects using high-class Wedding style invitations
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An assortment of tri-fold mailers and 8-page booklets designed to generate interest for your seminar
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Reach qualified prospects in your community with Lead Generation postcards
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