Blog

Verasolve Helps Improve Closing Ratios for Acorn Financial Services

Acorn Financial Services, a Virginia-based comprehensive financial planning firm that takes a holistic approach to organizing and simplifying client’s financial goals and objectives, engaged Verasolve at the end of 2014 to plan, develop, 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 just completed its second set of seminars for the month of March. With these new qualified leads, the firm has been able to greatly improve its closing ratios.

Verasolve is currently in the midst of developing additional seminars for Acorn in April and June.