VIRTUAL EVENTS

COMMUNICATE AND CONNECT WITH YOUR CLIENTS NO MATTER WHERE THEY ARE LOCATED

BOOST YOUR VIRTUAL PRACTICE

WealthVest’s virtual client seminars are a great way for financial professionals to connect, educate, and communicate with clients and prospects over their retirement goals. Led by our knowledgeable, highly experienced team of wholesalers, these turn-key seminars address many of the concerns and challenges that your clients face, as well as provide potential solutions to help them achieve their retirement goals - all at no cost to you!

Get Started With Virtual Events

You Promote and We Do the Rest

WHAT’S INCLUDED

PLANNING

We provide the text and copy that you need to promote your event or take care of it all on your behalf. Registrants receive emails on your behalf reminding them of how and when to join, and receive follow-up emails after the event is over.

 

PRODUCTION

Video expertise helps to ensure your event is a success. Wholesalers provide professional video coaching and a custom branded presentation to your practice.

PROMOTION

We provide tools to promote your event on your social channels including: Scripts to deliver a custom video message, website registration integration, custom-branded social media posts, and email messaging that generates interest in your area.

 

EASY TO JOIN WEBINAR.

Our platform features a no download interface, making easy for individuals to join and interact.

PRESENTATION

We present on our proprietary research and engage with attendees through an interactive experience. We ask the audience poll questions, provide handouts, and promote you, the financial professional, throughout.


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