Digital Engagement That Connects and Delivers
Maximize Your Lead Generation
Unlock the full potential of your prospects and valued clients: Supercharge your approach to nurturing potential and existing clients with exclusive content for unparalleled impact!
Are you a financial management firm seeking to elevate your client base, increase lead generation, and forge stronger connections with your existing clients?
Look no further!
Beyond the Numbers: Learnings for Lifestyle and Living Well
This lifestyle webinar series by iMARK Communications, designed exclusively for financial management firms, is your key to unlocking new lead generation and nurturing current client opportunities that will grow your business.
The one thing all wealth management firms have in common - lack of quality, unique lead generation content for high-valued prospects and nurturing your existing client base.
UNTIL NOW!
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Call us at 908-866-6141
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our whitepaper
Beyond the Numbers: How Non-Financial Content Strengthens Client Relationships for Financial Planning Firms
Set Yourself Apart!
Wealth management firms can drive powerful new lead generation and organic growth through our exclusive, turnkey lifestyle webinars.
Designed to attract high-income prospects who value elevated experiences, these compliance-free events offer a low-pressure, high-impact way to engage with your prospects unlike any other firm—without discussing financial products.
By creating memorable moments that clients talk about, your firm can foster relationships, spark organic referrals, and creative positive buzz.
Most importantly, this approach positions your firm as a leader in “wealth enjoyment,” setting you apart in a saturated marketplace.
This is impactful content that your current and prospective high-value clients are interested in. Our programs feature nationally known speakers including:
Luxury Travel With Points
Dave Grossman
Dave Grossman, is the Founder of MilesTalk.com and author of MilesTalk: Live Your Wildest Travel Dreams Using Miles and Points. His presentation, Insider Secrets To Mastering Loyalty Points For Luxury Travel will unlock the secrets to high-end travel experiences through strategic use of frequent flyer miles and hotel points.
Find The Right Contractor
Skip Bedell
Skip Bedell, home contractor, TV personality and host of Catch A Contractor presents How to Choose a Contractor for Your Home Improvement Project and Avoid Problems and Scams. Skip will provide you the information needed to find a reliable contractor and avoid costly mistakes.
Secrets To Car Buying
Jerry Reynolds
Jerry Reynolds, Host of The CarPro Show, a nationally syndicated radio talk show. Jerry will unravel the mysteries for What is The Best Car For Me, The Best Way To Buy One, and How Can I Find A Dealer I Can Trust. Find out the industry secrets no dealer wants you to know.
ADDITIONAL WEBINAR TOPICS
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Maximizing Your Healthspan: Longevity Strategies That Support the Life You Want to Live
Explore science-backed habits, nutrition, and activity choices that help you stay healthier, longer—and how this supports your long-term personal and financial goals -
Smart Toys for Grown-Ups: What to Know Before Buying an RV, Boat, or Vacation Property
A lifestyle-focused look at how to evaluate large recreational purchases, avoid common pitfalls, and understand long-term use, upkeep, and potential resale value -
Adventure at Any Age: Planning Bucket-List Travel in Your 50s, 60s, and Beyond
From walking tours in Italy to RVing across the U.S., learn how to plan memorable trips that match your energy, health, and budget -
Downsizing Without Downgrading: Simplifying Your Space to Upgrade Your Lifestyle
Explore the emotional and logistical side of downsizing—and how to make room for what matters most in your next chapter
WHY SHOULD I PARTICIPATE?
Strengthen Client Loyalty:
Offer meaningful lifestyle enrichment—beyond portfolio performance—to emotionally connect with clients and deepen their appreciation for your firm.
Generate Qualified Leads:
Use the webinars as a soft-entry lead magnet for high-income individuals who value elevated lifestyle experiences but are not yet engaged in financial advisory services.
Create Advocates & Referrals:
Happy clients share exceptional experiences. Offering exclusive, value-driven content that improves their day-to-day life creates buzz and increases word-of-mouth referrals.
Avoid Regulatory Hurdles:
With no financial product or investment advice discussed, this lifestyle-first content bypasses the need for compliance approval—saving time and reducing operational friction.
Differentiate Your Brand:
In a crowded market of financial sameness, become the firm that offers not just wealth management, but wealth enjoyment.
WANT TO KNOW MORE?
Call us now at 908-866-6141
Email us at info@i-markcomm.com
Schedule a time convenient for you - CLICK HERE