Is the topic important to the financial well-being of the attendees?
Does it challenge prior assumptions attendees may have?
Make education the objective of your seminar.
Have you removed any wording that could make your presentation sound like a sales pitch?
Are you positioned as a financial subject matter expert?
Are you partnering with a trusted community resource like a public library or a university?
Market your seminar.
Have you mentioned the seminar on your website?
Have you promoted your upcoming financial planning seminar in client communications, such as newsletters and emails?
Are you promoting the approaching seminar on your social media channels including: LinkedIn, Facebook, and Twitter?
Remember, the key to a successful financial planning seminar is to avoid a sales agenda and instead focus your attention on educating attendees. Once you’ve completed this checklist, check out our guidefor creating an effective seminar presentation.