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Booth at Fair - Coggle Diagram
Booth at Fair
Lead form
Form Details
Name
Phone number
email
address
Primary Financial Concern/Area of Interest
Strategy
Be selective on who you have sign form
Those looking for freebies probably aren't my target
have different materials for different topics of interest
Retirement
Use Chamber bags and preset "packets" to include
Reason to get people to fill out/submit info
Something that peaks intersest
Relevant Topic
Offer for free consultation/review/2nd opinion
High yield savings
College Savings
Social Security
Needs to attract right person
Marketing materials for above topics
Need to be able to comfortably talk about topics at high level
Create a "Educational Interest sheet"
Will be geared towards topics of interest for seminars
will help build a list for possible invitees to future seminars
Can name it Financial Literacy Interest
High Traffic
need a "draw"
something that attracts my ideal clients
Services that might attract HNW individuals
Estate Planning
Financial Planning
Retirement Planning
Social security
how to incorporate it with other funding in retirement
Trusts
Philanthropy
College/Education funding
High yield savings