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Working with clients and structuring their financial future is what you do best.

Your business is built on strong relationships at every level. You understand the current landscape and anticipate the needs of your clients. 

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Finding you new clients is what we do best. 

We are well-prepared to provide the sales, marketing and operational support that will help you and your clients secure their financial futures. Our presenters at Invent Seminars have conducted over 200 seminars nationwide over the past 35 years and have created a workshop template that consistently lands new clients. Each of our interactive workshops includes the following:

  • Pre-qualified Attendee List

  • Invitation

  • Presentation Materials

  • Branded Power Point Presentation

  • Presenter - Certified Financial Planner

  • Post Presentation Package

  • Follow-Up Meeting Kit

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