Seminar Marketing for Financial Advisors
Get more qualified prospects to your educational seminar with performance-based lead-generation.
100% Risk-Free
Advanced Targeting
6x-7x ROI
Our Experience Speaks for Itself
7+ Years of Experience
100+ Happy Clients
34 Awards
<24 Hour Response Time
How We "Tee You Up" For More Clients
Done-For-You, performance-based seminar marketing allow you to focus on what you do best, advising your clients and educating prospects.
Seminar Marketing Has Never Been Easier
How This Works:
What advisors think
“TeeUp exceeded our high expectations in all aspects”
Chris C
“We were impressed by their personalized approach and willingness to go the extra mile”
Alex C
“Executed on the task at hand. Great communication from start to finish.”
Andrew J
See How We Stack Up
White Glove
TeeUp
DIY
No Upfront Costs
No Monthly Costs
Pay For Performance
Low Capital Risk
Pick Your Own Venue
Give Your Own Talk
Flexibility To Scale
Best In Call Partnership
Straightforward Pricing
Individual Workshops
No Monthly Fees
$299
per attended / Household
ROI0
Revenue Generated$0
$
0
*Not Guaranteed Results
How does this work?
01
Introduction Call
If you’re approved after requesting access, we’ll meet for 30 minutes to discuss any questions you might have and evaluate if we’re a good fit to work together.
02
Test Week
Assuming we’re both interested in partnering together we’ll conduct a “test week” where we’d do two events together.
03
Plan Future Dates
If we’re both happy with the partnership and results, we’ll plan out the next couple months of events to ensure you hit your new client targets.
Frequently Asked Questions
Do I need to book my own venue?
Yes. Visibly recognizable and public locations are often the best locations. These venues are often free or can be rented for a nominal cost.
How do you measure the success of your marketing campaigns?
Our first metric we look at is the number of attending households. We then partner with our clients after the event to understand who converted and who didn’t. What was the value of those clients, and this way we can measure the overall ROI of campaigns.
Are there long-term contracts or minimum service periods?
No, but we operate on a first-come-first-served basis. Due to high demand for our services, we can only offer one event at a time in each area. If you are considering some seminar dates, please reach out now to start a conversation.
Can you call the leads ahead of time?
No need! We’ll call the attendees ahead of time to confirm their attendance. This way, you only need to show up to the event—everything else will be taken care of!
Can the seminars and marketing materials be customized to reflect the specific branding and expertise of my practice?
All of our pay-for-performance offerings are under our own brands. You control the experience once the lead is on site. People are introduced to your practice after they sign up with an email confirmation and then at the event.
How can I know that people are qualified leads who show up?
We perform advanced targeting within digital ads to provide the best possible leads. Unlike dinner seminars, people are present because they have a problem they require help solving.
Do you offer something similar for Webinars?
Not yet. If this is something you’re interested in please reach out to us and let us know.
What topics should I teach on?
Anything relevant to do with finances in retirement that you feel solves a pressing pain point.
Here are some ideas:
- Taxes in Retirement
- Social Security
- Estate Planning
- Women & Wealth
- Medicare
- Federal Employees
Based in Atlanta, Georgia
TeeUp is a brand of Caffeine Marketing that supports your financial practice with a small but experienced team of marketing specialists across the US to deliver extraordinary results.
No Up-Front Costs
Only pay AFTER your event is finished.
Everything Is Done For You
We handle all the ads, landing pages & emails.
Performance-based Payment
Only pay for those who attend your event.
Proven Seminar Strategies
We’re best at one thing. Generating you leads.
Are you looking for help getting the right guests to fill seats at your educational seminars?
We can help with that. To get started submit an interest request below.
