Covisum Blog

Building a client pipeline is one of the most important aspects of running a financial advisory firm. Even for established firms with a strong local reputation, financial seminars and webinars are a proven strategy for demonstrating your expertise to an audience of potential clients looking for an expert to manage their money.  Like any marketing strategy, the value of the webinars and financial seminars you conduct is determined by the tactics you use to promote these events to the right audience. Similarly, the webinar or seminar presentation itself should be viewed as a strategic opportunity to demonstrate your financial knowledge, showcase your services, and emphasize the value of working with your firm.