Financial Planning Seminar Success! Now What? You’ve successfully attracted people to attend your educational financial planning seminar, the next question is naturally, “What’s next?” Your follow-up and follow-through are critical to converting these prospects into clients. If you cannot demonstrate your value clearly in these initial interactions following the seminar, you risk losing your hard work and investment into the financial planning seminar. These would-be clients won’t even make it to your office. Or worse — after meeting with you, they could be disappointed and spread a negative opinion of you, soiling your reputation. But you can earn their business for years to come, if you follow-up and follow-through correctly.