FinServ Vendor Experience
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Our Financial Health is a newly founded organization dedicated to promoting financial literacy and fostering local economic opportunities. We achieve this through innovative initiatives such as Virtual Financial Wellness and Homeownership Expos.
Imagine connecting with an engaged audience of 2,500-3,500 individuals interested in financial wellness, investment, savings, retirement planning, estate planning, homeownership, and related topics. This is exactly the opportunity that awaits you at our Virtual Financial Wellness and Homeownership Expos.
Engaged Audience – Our attendees are specifically interested in financial wellness, homeownership, and wealth-building opportunities.
Unmatched Visibility – Elevate your brand in a setting that highlights you as a trusted partner in financial success.
Direct Engagement – Access to set up a private chat room, share downloadable coupons, and interact with attendees looking for solutions.
Economic Development Tour: Empowering Financial Service Professionals and Communities Nationwide
- Introduction -
In the competitive world of financial services, standing out and building a robust client base can be challenging. Traditional methods often fall short in establishing the necessary trust and rapport with potential clients. This is where Our Financial Health's Economic Development Tour steps in—a revolutionary approach to face-to-face marketing designed specifically to catapult our collective business goals while greatly benefiting the community.
-The Challenge-
Financial Services Professionals face several hurdles in their career:
Finding Leads: Constantly identifying and reaching out to new prospects.
Building Relationships: Establishing trust and maintaining ongoing relationships.
Making Sales: Convincing clients to choose their services in a crowded market.
- Our Solution: Face-to-Face Marketing-
Introducing the Economic Development Tour:
Cost-Effective: Offers a low-cost marketing solution for financial service professionals.
Convenient: Financial Concierge to engage and attract potential clients, who are then directed to the financial service professionals.
- How It Works -
Our Economic Development Tour features:
Community Outreach Specialists: Skilled in engaging crowds and generating interest.
Comprehensive Financial Services Suite: A single location offering diverse financial services, enhancing the appeal to attendees.
Focused Engagement: Specialists target and attract attendees, creating warm leads for financial professionals to convert into clients.
- Our Financial Health: Mission and Approach -
Our Financial Health is committed to promoting financial literacy and creating local economic opportunities in communities nationwide. We achieve this through:
Financial Presentation Events: Held at churches, community events, and large-scale venues.
Financial Wellness and Homeownership Expos: Bringing together a suite of financial services, making it easier for individuals to access the resources they need to build and sustain generational wealth.
- Services Provided -
The suite of services available through our events includes:
Financial Literacy and Credit Building: Educating individuals on managing finances and improving credit scores.
Mortgages and SBA Loans: Providing guidance on home loans and small business financing.
SBA Loans and Other Non-Traditional Sources of Start-Up Business Financing: Offering various financing options for starting and growing businesses.
Stock Investing and Small Business Development: Helping individuals invest wisely and grow their businesses.
Marketing Services and Business Grant Procurement: Assisting businesses in marketing and obtaining grants.
Small Business Attorney and Insurance Products: Offering legal advice and insurance solutions.
Life Insurance and Business Insurance Products: Providing comprehensive coverage options for individuals and businesses.
Tax Advisory and Accounting: Ensuring compliance and optimizing tax returns.
Estate Planning and Financial Planning: Preparing for the future and managing finances effectively.
- Conclusion -
The Economic Development Tour by Our Financial Health offers financial service professionals a unique, effective, and efficient way to build their client base. By participating, professionals can leverage the power of face-to-face marketing, supported by our Community Outreach Specialists, and provide a comprehensive suite of financial services to communities nationwide. This synergy not only catapults our collective business goals but also empowers individuals to build and maintain generational wealth, fostering a healthier economic future for all.
Due to our promotional efforts, it's highly likely that you will have 10-20 converted clients BEFORE THE EXPO DATE, and they will just be attending for the convenience of meeting you face to face.
Face-to-face marketing is the best way to establish genuine connections and understand customers' needs firsthand. It fosters trust and enables immediate feedback, leading to more effective communication and higher conversion rates.
Example: 8000 festival-goers are expected annually, with a projected interaction with our pop-up shop. Assuming a conservative 10% conversion rate, this would mean engaging around 800 potential leads. Estimating a further 20% conversion of these leads into customers based on historical data and industry standards, resulting in approximately 160 new customers generated solely from the festival. 10% of the 160, equating to 16 new customers, still represents a significant marketing win.
Convenience
Community Outreach Specialists who will engage the crowd to attract new prospective clients and then direct those clients to you.
Venue Selection
All venues selected will have access to 500 - 10s of thousands of prospective clients. Venues with lower client counts will have attendees specifically present to learn about financial services.
Event Management
We handle promotion, production, event literature highlighting your company's services, popup transportation, and setup. Our support is all-inclusive.
Client Procurement
The odds are you will have 10-20 vetted prospective clients before the event who are coming to their local event for the convenience to meet you face-to-face.
"A game-changer for financial professionals looking to stay ahead in the industry."
Questions & Answers
- What is the structure of the pop-up Booth?
The pop-up booth comprises a 10x20ft tent structure enclosed on three sides, adorned with Generational Wealth Promotions branding. It features tables serving as workstations for outdoor events. For indoor events, vendors will utilize a 6ftx2.3ft folding plastic table adorned with a table wrap featuring your company's logo.
- How does the Community Outreach Specialist engage the crowd?
Community outreach specialists will be armed with trifold brochures that will feature your company's services, along with those of other FinServ vendors at the Expo. They will approach event attendees respectfully, asking them if they feel comfortable with their financial well-being, then open a dialog guide them to the visually appealing Generational Wealth Development pop-up.
- Do I have to come personally as the owner of the company, or can I assign a representative?
You can certainly assign a representative to your vendor slot. Additionally, you are allowed room to have one assistant with you to handle the hopeful overflow of prospective clients waiting to inquire about your services.