SERVICES

Experience the ease of plugging into robust turnkey resources you never knew were possible! Harness today's technology to create an immensely successful advisory practice!

Unleash unlimited freedom and success with a done-for-you system that effortlessly draws in your ideal prospects - with complete access to everything we do.

Educational Seminars

Advisors turn to Mastermind for an innovative approach to promoting and marketing seminars. We will help you fill your event and handle the registrations and confirmation process for you. Our goal is to fill your room while driving down your cost per registration without losing quality of prospects.

Looking for an entire presentation package that is tested and proven to book appointments? We have you covered there too! Just ask about our sponsorship program.

Webinar & Appointment Machine

Get ready to present and book appointments on autopilot!

Our proven automated webinar system is a lead generation & booking ensures that no prospects are missed, as we collect valuable information to help build your list and target your leads before they even attend.

Our team produces a professional look for all slides and audio accompanying PowerPoint presentation recordings to deliver stronger brand recognition with every listen or view! To maximize reach, our platform also allows for direct integration into associated landing pages in order to feature it prominently alongside calls-to-action when potential leads search any of your content online - not only through organic searches but via promotional Facebook ads boosting awareness even further.

Packaged Content

Content is at the core of any successful marketing strategy. In today’s social media-driven age, it's critical to reach your audience through these powerful channels - but this isn't always easy for busy advisors. That's why Mastermind can help get you started with consistent weekday posts and a well-crafted blog filled with engaging content that resonates with readers.

Retarget & Nurture

Take your marketing to the next level with Pixel-based retargeting! Our technique ensures that each of your website's visitors have access to tailored content relevant to their preferences. With our method, you can enjoy instant site relevancy - no matter how soon someone leaves a page and returns again later. Provide more engaging experiences for potential customers now!

Podcasts

Podcasts are gaining traction as a powerful tool in the financial industry, and advisors can now leverage this medium to connect with their clients, both present and potential. Our team will help you make an impact on these platforms through professional audio production quality and targeted social media promotion across all major outlets.

Custom CRM

Where we will build & manage everything for you: pipelines, pages, automations, emails, social posting, appointments, texts, and calls. The ultimate marketing tool.

Building Your List

Make the most of your marketing efforts - get high-quality leads right to your inbox in real-time and take advantage of our custom CRM for easy access and management.

Calendar Integration

Ensure immediate scheduling every time with our quality appointment generator! Our calendar integration syncs seamlessly to your existing system, bringing you the ultimate in convenience.

Custom Funnels

We build you custom funnels to capture your ideal prospects' interest, generate leads and build trust. Strategically drive engagement for maximum effectiveness!