Randy P. Maryland (with Key Financial since December 2007)
Having been around the block a few times (in financial services since 1983), I chose Key Financial Group as my marketing partner based on three key things. First, a cost-effective seminar mailer for .39 cents (they cost share in my marketing). Second, their turn-key program with a professionally done workbook for attendees. Finally, how easy they are to do business with. When I call, someone is available to assist me and we get things done. Their program is effective and was simple to step into. I didn't have to reinvent the wheel. They have been a good fit for my practice and I appreciate their support in helping me meet my production goals.
Rich K. California (with Key Financial since October 2005)
I have complete confidence in Key Financial's ability and resources to help me with my marketing plans. They do everything from designing my invitations and providing the mailings to personalizing a seminar to fit my personality. After designing a new seminar, more appropriate for today's economy, I booked over 60% appointments. Everyone in the office is easy to reach and always willing to help. A price cannot be put on the value they are to my business.