Randy P. Maryland (with Key Financial since December 2007)
Having been around the block a few times (in financial services since 1983), I chose Key Financial Group as my marketing partner based on three key things. First, a cost-effective seminar mailer for .39 cents (they cost share in my marketing). Second, their turn-key program with a professionally done workbook for attendees. Finally, how easy they are to do business with. When I call, someone is available to assist me and we get things done. Their program is effective and was simple to step into. I didn't have to reinvent the wheel. They have been a good fit for my practice and I appreciate their support in helping me meet my production goals.
Rich K. California (with Key Financial since October 2005)
I have complete confidence in Key Financial's ability and resources to help me with my marketing plans. They do everything from designing my invitations and providing the mailings to personalizing a seminar to fit my personality. After designing a new seminar, more appropriate for today's economy, I booked over 60% appointments. Everyone in the office is easy to reach and always willing to help. A price cannot be put on the value they are to my business.
John South Carolina (with Key Financial since May 2008)
Jenell, thanks again for coming out and seeing my seminar. I have to take my hat off to your suggestions . . . they seemed to work. I consider last night's seminar a very big success. I had 44 attendees (25 buying units) - I got 10 appointments . . . a much improved appointment percentage for me. They really did clap at the end too.
