These 4 tips will make planning your next seminar easy

Posted on May 30, 2018

Hosting educational seminars can be an effective way to grow your business and get you back on track to reach your 2018 goals. We want to help you grow your business. 

It’s not too late to plan an educational seminar to attract new clients. Here are the four things you should do to make your next seminar a success and put your 2018 goals back into focus.

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Posted in Client Events, Marketing, seminar, Financial Planning, Clients, Grow your business

Lauren DeGroot, Arrow Group member

Lauren DeGroot is an associate advisor at Sequent Planning, LLC, an Omaha-based investment advisory and financial planning firm.

Her practice is focused specifically on helping people with major retirement-related decisions, including when to take Social Security, when to draw from various retirement accounts and how to manage risk and taxes throughout retirement. As a member of The Arrow Group, we wanted to check in with Lauren and ask her a few questions.

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Posted in Blog, Client Events, Industry Advice, Marketing Strategies, Planning Techniques, Software Programs, The Arrow Group