Done-For-You Lead Generation

Safe Money Events is a done-for-you lead generation program for financial advisors looking to generate new leads and grow their business through dinner seminars and educational events. Our event-based platform provides a path for advisors to do what they do best; share their expertise, build credibility, and connect with potential clients.

We have established ourselves as the leaders in high-converting seminar campaigns for the financial services space. We promote Safe Money Events across the country each month, filling them with highly-targeted audiences.

Our system provides everything you need to succeed.

Here’s what makes us different and how you can apply our system to your business with the options that work best for you.

Choose Your Strategy

Start by perusing Safe Money Strategies below. Click on the strategy and start your lead generation adventure.

Tell Us About It

After selecting your strategy, fill out our intake forms to let us know a little bit about your venue, topics, and follow-up process.

Watch Leads Come In!

Financial advisors and Insurance agents will be given access to our proprietary dashboard where they can access their leads.

Our services

Seminar Event Lead Generation

For advisors and agents using dinner seminars and event marketing to attract clients.

Educational Workshop Lead Generation

For advisors and agents using educational workshops to attract clients.

Movie Theatre Event Lead Generation

Are you interested in hosting your own movie theater event?

Federal Employee Lead Generation

We focus on the nation's largest employer, 'nuf said.

Lay-Offs, Buy-Outs, and Mergers Lead Gen

Money in motion moments for you to insert yourself as a go-to partner for your clients.

Custom Lead Generation

We take your idea or ideal market and convert it into lead generation reality.

Local SEO Lead Generation

Leveraging local assets and Google My Business to generate leads.

Video Sales Letter Lead Generation

Also called MiniWebinars, Evergreen Webinars, or Short Presentation.

Is This Your First Time With Safe Money Events?

Please Watch Our Walk-Through Video