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Generating
leads at trade shows and events with Moneymax
Opportunity:
Moneymax provides a fun way to engage consumers
in financial planning conversations. Consumers
can fill out questionnaires at your booth.
You can offer the "tangible and personalized"
Moneymax report as a value for meeting with
you for a complimentary consultation.
Planning
for a trade show or event:
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Familiarize yourself
with the Moneymax Financial Personality
Profile materials |
Materials
to bring to a trade show or event:
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Tabletop
signage about Moneymax |
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Moneymax questionnaires
for the quantity of traffic you expect |
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Sample Moneymax
Financial Personality Profile to share |
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Have buttons made
that say, "What is Your Financial
Personality?" |
After
the trade show or event:
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Contact
those who filled out Moneymax questionnaires
to schedule appointments to review their
reports. Process reports for those who
schedule appointments. |
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