Educational Workshop Invitation
- The planning topic remains useful
- The invitation competes with a busy calendar
- Registration does not guarantee attendance
Strong educational substance, but little added reason to follow through.
FOR FINANCIAL ADVISORS & RIAs
Turn More Planning Interest Into Meaningful Client Relationships.
Pair your workshops, discovery conversations, and client milestones with the right CMI incentive. Your guidance remains the reason clients stay; CMI adds a memorable experience around each relationship moment.
Your firm leads with advice and client fit. CMI supplies and fulfills the incentive.
TRUSTED TRACK RECORD
An Established Incentive Provider Behind Every Planning Campaign
Your firm provides the planning conversation. CMI helps supply, distribute, and fulfill the experiences that make each invitation and appreciation moment more memorable.
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20+
Years In Business
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18k
Clients Enrolled
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13M+
Certificates Distributed
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1M+
Incentives Redeemed
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29M+
In Savings For Redeemers
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Thousands
Of Satisfied Clients
THE REAL PROBLEM
A Full Workshop Is Not the Same as a Full Calendar.
Educational content can attract attention, but interest still has to become a kept conversation—and an ongoing client relationship.
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01
Registrants never attend
A useful workshop can fill its registration list while empty seats remain on the day of the event.
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02
Attendees delay the personal conversation
Prospects may appreciate the education but postpone the discovery meeting that turns general interest into individual planning.
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03
Qualified prospects compare fees first
When expertise is not yet understood, the conversation can narrow to cost before the value of the relationship is clear.
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04
Clients go quiet between reviews
Without thoughtful touchpoints around reviews and life events, even established relationships can lose momentum.
CMI strengthens the planning invitation you already make, then gives your firm distinct ways to welcome, reconnect, and show appreciation over time.
HOW CMI WORKS
One Planning Moment. One Well-Matched Incentive. A More Memorable Experience.
CMI supports the campaign around your advice. Your team keeps professional judgment, planning, and client fit at the center.
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CHOOSE A PLANNING MOMENT
Start with a workshop, discovery conversation, onboarding milestone, annual review, or another genuine client-relationship moment.
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MATCH AN INCENTIVE
Select the CMI experience that fits that stage, audience, and campaign rather than using the same certificate every time.
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SHARE THE INVITATION
Use available campaign links, email, SMS, QR codes, or print to carry the offer through the channels your firm already uses.
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CMI FULFILLS THE INCENTIVE
Your firm focuses on advice and the relationship. CMI manages certificate redemption and fulfillment.
BEFORE / AFTER THE OFFER
Same Planning Workshop. A Stronger Reason to Attend.
Workshop + Suggested Engagement Pairing
- Offer an optional $100 Dining Certificate or $200 Hotel Savings Card
- Keep expertise and education at the center
- Give the invitation a more memorable finish
Same planning value. A more noticeable invitation.
INCENTIVES
Use the Right Incentive for the Right Client Moment
Create an illustrative progression from event engagement to relationship appreciation while keeping the flexibility to choose what fits your firm and audience.
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Smart Device Vouchers
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$100–$500 Dining Certificates
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Airfare Plus Hotel Stay Certificates
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Resort Stay Vouchers
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$100–$500 Hotel Savings Cards
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4 Night Cruise Certificates
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Dining or Hotel Savings —
Suggested for educational-event registration and discovery follow-up.
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Smart Device Voucher —
Another option for a focused planning-event campaign.
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Airfare Plus Hotel Stay —
Suggested for a new-client welcome or relationship milestone.
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Resort or Mexico-Style Stay —
Suggested for annual-review reactivation or appreciation.
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Cruise Certificate —
A distinctive client-appreciation experience or private thank-you after a voluntary introduction.
These are suggested examples, not fixed rules. Mix and match CMI incentives to fit your audience, campaign, timing, and firm policies.
4 WAYS TO USE CMI
Four Ways to Support the Client Relationship.
Use a different experience at each stage, from first interest through long-term appreciation.
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01
ATTRACT
Make a planning-event invitation more noticeable while keeping the educational topic front and center.
Suggested pairing: $100 Dining Certificate or $200 Hotel Savings Card.
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02
WELCOME
Mark the beginning of a new planning relationship with a thoughtful experience after the agreed milestone.
Suggested pairing: Airfare Plus Hotel Stay.
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03
RECONNECT
Use an annual review, life event, or dormant relationship as a natural reason for a relevant check-in.
Suggested pairing: Resort Stay or Mexico-style experience.
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04
APPRECIATE
Recognize a longstanding client, or privately thank someone after a voluntary introduction has already occurred.
Suggested pairing: Cruise experience or an unexpected thank-you after the introduction—never an advance reward offer.
Suggested pairings can be mixed and matched to fit the audience, relationship moment, and campaign.
CMI TOOLS FOR YOUR FIRM
Create, Distribute, and Manage Planning Campaigns Without More Administrative Work.
Choose an incentive and campaign, share it through available channels, and follow participation while CMI supports redemption and fulfillment.
Create and Distribute
Build separate workshop, discovery, review, and appreciation campaigns, then share them through available email, SMS, landing links, QR codes, and printable materials.
Manage and Fulfill
Track campaign participation and redemption through the available CMI tools while CMI supplies and fulfills the incentive experience.
ADDED VALUE
Keep the Value of Your Advice. Add an Experience They Remember.
The planning relationship remains grounded in expertise and fit. A well-matched CMI experience adds value without reducing the professional service to a fee comparison.
- Lower fees to make the offer feel different.
- Let the first conversation center on price.
- Make professional guidance harder to distinguish.
- Keep advice, planning, and client fit central.
- Choose an incentive appropriate to the relationship moment.
- Add a memorable experience without promising an investment outcome.
- Let CMI manage redemption and fulfillment.
CUSTOMER STORIES
Real Businesses. Real CMI Experiences.
Watch CMI customers share how they use high-value incentives to strengthen their offers, engage customers and grow their businesses.
SEE THE CMI OPTIONS
Find the CMI Option for Your Client-Engagement Strategy
Explore price-free plan guidance and choose the membership approach that fits the planning campaigns your firm wants to run.
Preview CMI OptionsCOMMON QUESTIONS
Questions Financial Advisors & RIAs Ask
Talk through the planning moment, incentive pairing, delivery method, and fulfillment with a strategist.
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Pair a CMI incentive with a genuine planning moment such as an educational event, discovery follow-up, new-client welcome, annual review, or client-appreciation campaign.
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No. A workshop is one example. CMI can also support discovery conversations, onboarding milestones, reviews, reactivation, and appreciation.
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Yes. The examples on this page are suggested pairings. Choose the incentive that fits the audience, campaign, timing, and your firm's approach.
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CMI supplies the certificates and manages redemption and fulfillment. Your firm manages the communication, advice, and client relationship.
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Review the proposed audience, message, incentive, delivery timing, and required disclosures against your firm's own policies before launch.
Make the Next Planning Conversation More Memorable
Choose the relationship moment, match the experience, and let CMI supply and fulfill the incentive behind your campaign.
