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Seven Steps to a Successful Financial Seminar

  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 clients as well as grow your business. One way to grow your business is to host a seminar and position yourself and your firm as trusted advisors. In my role as a Certified Financial Planner™ at Sequent Planning, I’ve been using seminars successfully to build business for a number of years. So, what does it take? Follow these seven steps to a successful financial seminar:

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SmartRisk Tutorial  

Designed specifically for financial advisors, SmartRisk helps you set proper downside expectations with your clients. Join Marisa for a quick demonstration of the software. Learn more. 

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