Dinner seminars and workshops have been a staple of the financial world to attract new clients for ages, and while the global pandemic may have caused some disruptions, forward thinking financial advisors and institutions changed the way they marketed them, focusing more on digital marketing instead of solely relying on mailers to promote their events.

Finding diminishing results using mailers alone, many financial professionals realized how clunky, expensive, and unreliable the process was: You have to buy the list, which is modeled and unreliable data, have someone design and print the mailer, deliver it, hope someone reads it, and take the time to navigate to the website printed on it and sign-up. Additionally, their competitors in their market were using the same lists and data.

Lone Beacon has found that applying digital marketing to a mail campaign has led to far more effective results that can ultimately replace the expense altogether and we have the data to prove it.

Click here to read our study on Lone Beacon event lead aggregation and how a digital event strategy compares to mail houses and direct mail