Run It For Me
Done-for-you workshop campaigns. We run the advertising and registration campaign that fills the room. You present.
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Host a Workshop
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Done-for-you workshop campaigns, growth systems, and enterprise programs built to turn education into client acquisition.
- Run It.
- Build It.
- Scale It.
As Seen On
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Content Views
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Registrations
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Events Hosted
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Avg Show Rate
Averages across campaigns run to date. Individual results vary by market, industry and event type.
Three Ways To Work With Us
We Run The Campaign. We Build The System. We Scale The Program.
Host a Workshop turns education into client acquisition. Start with a single campaign, build a repeatable acquisition system inside your firm, or run the program across an entire organization.
Build It With Me
Growth Accelerator. A custom implementation engagement that builds the workshop acquisition system inside your firm and trains your team to run it.
Scale It With Us
Enterprise programs for FMOs, IMOs, RIAs, broker-dealers and advisor networks. One repeatable client-acquisition program across every market you cover.
The Campaign Journey
From First Ad To Booked Appointments.
One flat-rate campaign covers the entire front end. No separate ad budgets, platform subscriptions, or hidden setup fees.
Territory Lock
We qualify your zip codes and secure market protection before launch, so one active campaign runs per defined market at a time.
Turnkey Ads & Funnel
We deploy custom ad creative, landing pages, and the ad spend, all included in your campaign fee.
Automated Attendance
Multi-touch text, email and calendar reminders run from signup through the morning of the event to drive show rates.
You Host & Educate
You step into the venue, deliver your presentation, and build authority with a room that chose to hear you speak.
Booked Consultations
Attendees schedule follow-up appointments right in the room, while your material is still fresh.
Host a Workshop
We Handle
We manage market vetting, ad spend, creative, registration pages, text and email automation, and live registrant delivery.
Your Firm
You Handle
You select your venue, approve the topic, present to the room, and convert attendees into clients.
Build It With Me
You Can Hire Us To Run The Campaign. Or Build The Entire System Inside Your Firm.
Growth Accelerator is a custom implementation engagement, not a course and not a video library. We build the systems, process, and training your team needs to operate a repeatable workshop-based acquisition program.
- Workshop strategy and campaign infrastructure
- CRM, automation and follow-up architecture
- Appointment conversion process built around your team
- Staff training, written operating procedures and ongoing support
By Application
Enterprise
Scale It With Us
Build A Growth Program Your Advisors Actually Use.
For FMOs, IMOs, RIAs, broker-dealers and advisor networks. Give every professional in your organization a repeatable client-acquisition program instead of a folder of marketing they will never open.
- Multi-market execution with territory coordination
- Co-op marketing structures
- Centralized reporting across the organization
- A tangible growth resource that can support advisor recruiting, development and retention
Who It Is For
Built For Professionals Who Educate To Sell.
Financial services is our lead vertical, and the model applies to high-value professionals who grow through education.
Financial Advisors
Retirement income, tax strategy and Social Security workshops that fill the room with qualified pre-retirees and retirees.
Advisor Seminar Marketing
Insurance Professionals
Life, annuity and long-term care education that produces a room already informed on the problem.
Insurance Seminar Marketing
Estate Planning Attorneys
Wills, trusts and legacy planning workshops that turn educated attendees into qualified consultations.
Estate Planning Workshop MarketingThe same model can also apply to CPAs, tax strategists, business consultants, exit-planning professionals, and other high-value services where education comes before the sale.
Explore All IndustriesWhy Host a Workshop
Three Reasons Firms Choose Us.
What you are actually buying, before you look at the price.
01
All-Inclusive Flat Rate
Advertising, creative, registration page, automation and management in one campaign price. No separate ad budget, no platform subscription, no setup fee added after you sign.
02
Go Beyond A Single Campaign
Start with done-for-you execution, build the system inside your firm through Growth Accelerator, or scale it across your organization through Enterprise.
03
Market Protection
One active campaign runs per defined market at a time, so your campaign is not competing with another active campaign we are running in the same defined market.
Campaign Pricing
All-Inclusive Campaign Pricing.
Ads, landing pages, automation, reminders and management included. No platform fees and no tech setup on your end.
Silver, One Event
Silver Campaign
$5,995
Per campaign
- Registration page build
- Ad setup, creative and management
- Confirmation and reminder automation
- Live registrant list delivery
- Market protection during the campaign window
Gold, Two Events
Gold Campaign
$11,995
Per campaign
- Everything in Silver, across two events
- Higher-intent targeting and retargeting
- Enhanced reminder cadence
- Cross-date optimization
- Performance reporting
White Label add-on, plus $999. Your logo, bio and branding across the registration page, confirmations and reminders.
Enterprise and Custom
Running Campaigns Across Multiple Advisors Or Markets?
Enterprise is a program, not a larger campaign package. It is scoped to the organization across multi-market execution, territory coordination, co-op structures, consistent campaign execution and centralized reporting.
All campaigns require market qualification and approval. Scheduling is subject to availability in your territory.
See Full PricingCommon Questions
Frequently Asked
Is this a sales presentation or an educational event?
The format is strictly educational. You present relevant content your audience needs to understand, and interested attendees are invited to schedule a follow-up conversation at the end. It is never a room-closing event.
What do I actually have to do?
You choose the dates and venue, approve the creative, present at the event, and handle appointment conversion and follow-up afterward. Ads, registration page, confirmations, reminders, tracking and registrant delivery are managed by our team.
Is the advertising budget included in the campaign price?
Yes. Silver is $5,995 for one event and Gold is $11,995 for two, and both include the media spend along with creative, the registration page, automation and management. There is no separate ad budget and no platform subscription.
How do you qualify a market before launching?
We evaluate audience size, local demographics, venue availability and campaign viability before scheduling anything. If a market does not qualify, we will tell you and recommend alternatives.
Are markets protected from competitors?
One active campaign runs per defined market at a time, so your campaign is not competing with another active campaign we are running in the same defined market.
What is the difference between a campaign and Growth Accelerator?
A campaign is done for you: we run the advertising and registration for a specific event. Growth Accelerator is a custom implementation engagement that builds the entire workshop acquisition system inside your firm, including infrastructure, automation, follow-up process, staff training and operating procedures, so your team can run it without us.
How is compliance handled for financial professionals?
Campaigns are structured to be educational and compliance-friendly. Ad creative, landing page copy and messaging are designed with financial service guidelines in mind. Final approval and review remains with your firm or broker-dealer.
Do I need to move contracts or business through Beeliance?
No. There are no contract transfers, production requirements or platform obligations. You run your business. We run your campaign.
Your Next Event Starts Here.
Apply for your market and we will review availability, run a qualification check and come back with next steps.
All campaigns require market qualification and approval.