Category Archives: Seminars
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
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
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