Client Acquisition Services for
Financial and Legal Professionals

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Seminars – Appointments
Lead Generation

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Direct Mail – Digital – Social – Email

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Market Smarter with Powerful
Technology and Data.

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We Have a Range of Sales-Boosting Marketing Services

Seminar Marketing

Our seminar and workshop marketing services across direct mail, digital, and email produce consistent, high-quality results on every campaign. This enables you to attract the most qualified prospects and demonstrate your expertise while building trust and credibility.

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Appointment Setting

Appointment setting allows you to drive responses from quality prospects that are ready to take action now, coming directly to your office to meet you.

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Lead Generation

Our lead generation systems generate a consistent stream of prospects that are ideal for a future invite to seminars/workshops, client events, roundtables, or drip marketing.

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Direct Mail

Direct mail gets people to read your message. People will accept or reject your message but they will look at it. A top rated acquisition tool for years, our expertise with direct mail will lower your overall cost per acquisition and often acts as the spine of any marketing campaign.


Most successful with acquisition of “in-market” prospects and brand awareness. Like broadcast advertising, a good digital presence lifts response rates across all other marketing media. This can be used on a standalone basis for brand awareness and lead generation, or in conjunction with other channels in direct response.


The channel best-suited to drive value in conjunction with other media, email complements and enhances direct response marketing. Leverage email to engage, remind, and capture prospects to boost response rates, increase retention for your events, and book more appointments.


A rapidly growing approach; nearly half of businesses currently use three or more channels for their marketing efforts. In these instances, the most popular channels tend to be email, direct mail, and social media. Combining these channels enables you to engage prospects across multiple touchpoints to increase response rates.

Real Results

For financial and legal professionals, real results occur when your
marketing seamlessly informs and connects prospects with you in a way that naturally creates a desire for you to work together.

As effective marketing grows increasingly complex for advisors and attorneys, our goal is to keep simplifying.  We are inspired and informed by top producing participants in the financial and legal industries.  We strive to develop and deploy marketing services that enhance the tried and true fundamentals with innovations in both technology and data while providing a superior client experience.

What Our Clients Say

I sometimes wonder if you guys work 24-7… Acquire Direct is on top of things constantly for me, reporting attendance, when we meet our capacity, and providing options and strategies throughout the marketing process. Acquire Direct is the biggest help ever and working with you makes my job so much easier. Ever since we started using you guys, we have had so many more attendees come to our seminars and so many more clients walk through our doors due as a result. Thank you guys so very much!

Casey W. - Carter Financial Group

We hit capacity within four days. You have also done a great job with your qualification of prospects. We have absolutely hit our target market. I’m happy to be a testimonial for you to attract business. You’ve earned that.

Rick C. - Wealth Protection Advocates