Safe Money Events is a done-for-you lead generation program for financial advisors.

PROGRAM OVERVIEW WITH BRADY PELZER

Safe Money Marketing

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What are Safe Money Events and how does this work?

Safe Money Events is a done-for-you lead generation program for financial advisors looking to generate new leads and grow their business through dinner seminars and educational events. Our event-based platform provides a path for advisors to do what they do best; share their expertise, build credibility, and connect with potential clients. We have established ourselves as the leaders in high-converting seminar campaigns for the financial services space.

Safe Money Marketing

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Our system provides everything you need to succeed.

Start by perusing the Safe Money Strategies and Services below. Click on the strategy to start your lead gen adventure. After selecting your strategy you’ll fill out our intake forms to tell us more about the venue and the follow-up process. After that you can watch the leads start coming in!

Seminar Event Lead Generation

For advisors and agents using dinner seminars and event marketing to attract clients.

Seminar Event Lead Generation

For advisors and agents using dinner seminars and event marketing to attract clients.

Educational Workshop Lead Generation

For advisors and agents using educational workshops to attract clients.

Educational Workshop Lead Generation

For advisors and agents using educational workshops to attract clients.

Movie Theater Event Lead Generation

Are you interested in hosting your own movie theater event?

Movie Theater Event Lead Generation

Are you interested in hosting your own movie theater event?

Federal Employee Lead Generation

We focus on the nation's
largest employer, 'nuf said

Federal Employee Lead Generation

We focus on the nation's
largest employer, 'nuf said

Lay-Offs, Buy-Outs, and Mergers Lead Gen

Money in motion moments for you to insert yourself as a go-to partner for your clients.

Lay-Offs, Buy-Outs, and Mergers Lead Gen

Money in motion moments for you to insert yourself as a go-to partner for your clients.

Custom Lead Generation

We take your idea or ideal market and convert it into a lead generation reality.

Custom Lead Generation

We take your idea or ideal market and convert it into a lead generation reality.

Local SEO Lead Generation

Leveraging local assets and Goggle
My Business to generate leads.

Local SEO Lead Generation

Leveraging local assets and Goggle
My Business to generate leads.

Short Presentation Lead Generation

Also called Mini Webinars, Evergreen Webinars, or Video Sales Letters.

Short Presentation Lead Generation

Also called Mini Webinars, Evergreen Webinars, or Video Sales Letters.

For further details regarding this compelling marketing initiative or any other exciting programs,
please reach out to your dedicated Sales Director at 800.255.5055.