Thriving During Retirement Workshop Marketing System
Everything you need to streamline your marketing efforts and generate more leads, appointments & referrals
EXAMPLE RECORDING
WHAT'S INCLUDED:
Everything you need to PRODUCE the workshop video:
Slide Presentation
Presentation Script
Example Workshop Recording
Microphone + Video Recording Tool Recommendations
Professional Video Editing
Everything you need to take registrations and HOST the automated weekly workshop:
Weekly event registration and thank you page
Event page with live chat box and timed book call link
Replay page with timed book call link
Automated workshop confirmation, reminder & replay emails
Unlimited registrants via the webinar system
Everything you need to MARKET the weekly workshop:
Workshop Registration Link (i.e. yourname.com/workshop)
Workshop Promo Flyer
Networking/Referral Cards Design with QR Code on the back to Workshop Registration Page
Button added to your Advisor Website to make it easy for people to register for your workshop
Instruction for how to optimize your Personal Facebook Page to Drive Registrants
Workshop Promo Email
Everything you need to MANAGE the event and prospects:
New registrant email notifications
Link to easily access your weekly workshop live chat (i.e. yourname.com/chat)
Workshop Requirements:
You have placed 2 life contracts with TriQuest in the current year
You have your Allianz, Columbus Life & TruChoice annuity contracts with TriQuest
You have your Advisor Website
Workshop System Investment:
$1,000 set up fee + $100/mo
Frequently Asked Questions
What do you need from me to get started?
1) Signed Thriving During Retirement Marketing System Agreement
2) Workshop Set Up Form
Items we will coordinate on in the first 30 days after sending the above:
✔️ Workshop recording MP4 file (you can record it via Zoom, Loom, etc.)
✔️ Networking/Referral Card printing fee (less than $100 depending on the # cards you want ordered)
How long will it take to set up?
We are currently onboarding one advisor per week. You will be notified prior to submitting your set up payment when you can expect to have your system set up.
Is there a long-term contract?
No, you can cancel anytime with a 30-day notice sent to [email protected].
Do I have to start or present the weekly workshop?
No, your pre-recorded presentation will play each week on the day/time you choose. All you need to do is answer any questions that come through the live chat event box.
What if a prospect can't make the day/time I host my weekly workshop?
They can just register and receive the replay the day after the event.
How do I market my weekly workshop?
✔️ Pass out your new networking cards to prospects you meet each week in your community
✔️ Join a BNI group and make sure all members have your flyer and referral cards
✔️ Get the workshop promo flyer and referral cards to people that want to refer you to friends and family
✔️ Follow our instructions for how to optimize your personal Facebook page and then share updates about fun things you are doing in life (i.e. Merle shares about his boat/fishing)
✔️ Add your workshop registration link (i.e. yourname.com/workshop) to your Instagram and LinkedIn account
✔️ Use the promo email we give you to invite clients or prospects via email, FB messenger, LinkedIn, etc.
✔️ Invite potential strategic partners to watch your workshop (i.e. tax professionals, mortgage agents, estate planners, etc.)
The only thing you can't do is run paid Facebook ads to the registration system we build for you.
What are people saying about the workshop?
Feedback from a new prospect Merle met:
I wish we had met you 10 yrs ago :-)
Between watching this workshop (and reading your book: Family Financial Miracle) I can't imaging why anyone who is currently working with the typical Money Manager would not want to talk to you. Looking forward to getting our plan in place.
- Spencer S.
What if people that register are not booking an introductory meeting?
You might need to get feedback on your current workshop from friends/family and then re-record it. We will update your event video at no charge so you can continue to improve upon it.