When done correctly, educational financial planning seminars are a great way to attract new clients. Start the planning process by reviewing this checklist and make your next seminar a success.
- Select a seminar topic.
- Is the topic specific?
- 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 guide for creating an effective seminar presentation.
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