by Enrico Carnecer | Feb 25, 2026
Financial Advisory’s Events For Mass Affluent And High Net worth Prospects Went From 30% To Fully Booked Every Month The Challenge: Reliant on client referrals to fill estate planning seminar – unpredictable and unscalable. Seminars were often only 60% filled,...
by Enrico Carnecer | Feb 23, 2026
From Chasing Candidates to Being Chosen How a recruitment system produced confirmed financial consultants and not just leads Background: Adriann Ang is an AIA agency leader with a strong track record in developing undergraduates and early-career consultants....
by Enrico Carnecer | Feb 23, 2026
Insurance Agency’s Retirement Webinar Series Attracted 862 Registrantsin 5 Months Without Prior Social Media Presence or Webinar Coordination Experience Challenge: Wasn’t getting quality leads previously… Offered free gifts to entice the public to attend their talks...
by Enrico Carnecer | Feb 23, 2026
How Heguru Filled Their Open House, Opened Extra Timeslots & Hit a 25–30% Enrolment Rate With 248 Leads Heguru ran their first large-scale Open House enrolment campaign to attract qualified parents, fill available slots, and convert attendees into new students....
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