Acorn Financial Services

Seminar Development Targeting High-Net-Worth-Individuals for Reston-based Financial Planning Firm


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.


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.


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.

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