Category Archives: Seminars

Getting Your Message Out

Now that your books are ready to go, It’s time to decide who you will be giving them to. One professional who mentors advisors and consultants says that to really take advantage of the project, no one should have less than 1,000 copies. One thousand copies? Continue reading

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Why Do Seminars?

I’m sure you know of advisors who have built their businesses from the ground by doing client seminars. Of course, you’ve probably also heard of advisors who have held a few seminars with poor results and have sworn off of them forever. Wherever you may fall in this equation, you need to know that when planned correctly, seminars can be one of the most effective ways of promoting your services to prospects. Continue reading

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Planning the Perfect Seminar

Seminars come in all shapes and sizes. Some are educational in nature and are planned around a “message” of importance to attendees. The message can be anything from “Preparation for Retirement,” to “The Benefits of Using a Professional Money Manager.” The desired result is that attendees will see you are an expert on this topic and, therefore, the best person to handle their money. Continue reading

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Seminar Sizzle: Reaching the Affluent Market

By Sydney LeBlanc and Lyn Fisher These days, it seems everyone is clamoring for the high-net-worth account. But capturing and retaining assets from this highly sought-after audience is becoming more difficult. As competition for their business climbs, it becomes more … Continue reading

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