Acorn Financial Services

Acorn Seminar Series
Acorn Seminar Series 2

Project Info

Client Acorn Financial
Services
Event Planning
Event Marketing
Direct Mail
Creative Direction
Research

Project Description

Objective

Acorn Financial Services, a Virginia-based comprehensive financial planning firm that takes a holistic approach to organizing and simplifying clients’ financial goals and objectives, engaged Verasolve to help generate qualified leads and increase closing ratios among high-net-worth individuals.

Solution

Verasolve developed and implement a series of seminars targeting high-net-worth individuals in a discreet set of zip codes.

Verasolve vetted and selected upscale restaurants, constructed a hand-built mailing list, developed messaging, wrote copy, and coordinated the design, printing, and mailing of an invitation. The first set of events in January were so popular that each night filled to capacity in less than 48 hours, resulting in the addition of a third evening.

Results

Acorn completed its second set of seminars in March 2015. With these new qualified leads, the firm has been able to greatly improve its closing ratios.