IN THE NEWS | 6/20/18 9:44 AM | by Lauren Laferla, Director of Communications
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.
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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