7 Steps to Fantastic Financial Planning Seminar

Educational seminars can be a fantastic marketing tool, but it requires a certain level of training and skill to be successful with financial planning seminars. Learn powerful tricks and tips that will drive your results to new levels of success.

Recently guest presenter, Frank Maselli, hosted a webinar about hosting successful financial planning seminars. Watch the webinar on-demand when and where it's convenient for you. After 4,000 public presentations, Frank Maselli has mastered the secrets of delivering super-effective presentations.

You will learn:

  • How to create a powerful opening to your financial planning seminar.
  • How to deliver an effective appointment-setting message and a call-to-action.
  • How to run a brief but strong Question & Answer session.
  • How to find and maximize your own natural presentation style.

You can contact our guest presenter, Frank Maselli, and access the resources he mentioned in the webinar by visiting his website.

Watch the Webinar

Now that you've honed your presentation skills, get the seminar. A subscription to our Income InSight® software includes access to a free "Taxes-Efficient Retirement" seminar presentation. 

Our new retirement planning platform, Income InSight®, will replace multiple tools in your tech stack and provides the structure for a systematic, scalable financial planning process. Use the software to understand the key variables of life expectancy, tax efficiency and sequence of withdrawals. Additionally, when you subscribe you get an entire support team to help you answer client and software questions.