First Allied’s most successful lead-generation efforts revolve around the various differentiated products and programs that can serve to set you apart from your competition. From wealth management programs serving individuals in defined niches to alternative investment efforts for the high-net-worth set, First Allied client acquisition programs are discerning in their focus to provide you with the prospects that best complement your business plan.

While generic pre- and post-retirement seminar packages are available from a host of marketing firms and mail houses nationwide, the First Allied seminar program features invitations, presentations and marketing materials that highlight our differentiated offerings. Advisors seeking to expand their wealth management offering may be interested in our Greenbook for Doctors® program, which targets high-income physicians and dentists in private practices. Or perhaps you would like to pursue high-net-worth or ultra high-net-worth individuals with alternative investment opportunities, which is made possible by our Alternative Angle seminar series. In these and other instances, all materials are compliance approved, with streamlined workflows designed to make your marketing efforts as turn-key as possible.

Another popular component of First Allied’s lead generation program is a collection of drip campaign materials specific to an array of investment, retirement planning and insurance topics and products. Each of these pieces is designed to educate clients or prospects and compel them to take action by meeting with you one-on-one to discuss their specific needs and goals. Like all other marketing materials, this proprietary content has been compliance approved for your convenience.

Rounding out our lead-generation services are programs and materials designed to help you obtain endorsements from professional organizations, guidelines to facilitate the hosting of teleconferences and webinars, as well as assistance in setting up and executing referral-based clients and prospect events. All of these capabilities and more are supported by detailed best-practices guides and training on iStation, our comprehensive intranet site.