Review this checklist before hosting your next seminar

Posted on June 20, 2018

When done correctly, educational seminars are a great way to attract new clients. Start the planning process by reviewing this checklist and make your next seminar a success.

[...]

Posted in Marketing, Marketing Strategies, seminar, Financial Planning, Grow your business

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.

[...]

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

6 topics that will attract prospects and how to deliver them

In retirement planning, free seminars to the public are a proven way to attract prospects and convert them to clients.

But for seminars to be successful, you must first determine what topics will interest your ideal client. In other words, the flashiest direct mailers won’t get people in seats if the topic doesn’t resonate with them. Consider partnering with subject matter experts on topics of importance to people approaching retirement in a “Retirement Transitions Series.” By offering free

[...]

Posted in Free Download, Marketing, Marketing Strategies, seminar, Retirement Planning

Free webinar with White Glove Workshops

White Glove Workshops is sponsoring a webinar on October 10 at 10 a.m. CDT. Learn about their turn-key solutions for growing your practice. Download their flier PDF I JPEG

[...]

Posted in seminar

Seven Steps to a Successful Seminar

By Joe Elsasser, CFP®, President

Many people are hungry for financial information they can trust. Financial seminars are a great tool to get in front of these people, but planning and executing a successful seminar can be a lot of work.

Covisum™ is dedicated to helping advisors and their clients create a shared vision for the future. We understand that it is easier for a client to stay on their current path, rather than create a new one. However, with the right plan, you can help prospective

[...]

Posted in seminar