Covisum Blog

In retirement planning, free seminars to the public are a proven way to attract prospects and convert them to clients. But for financial planning seminars to be successful, you must first determine what topics will interest your ideal client. In other words, the flashiest direct mailers won’t get people in seats if the topic doesn’t resonate with them. Consider partnering with subject matter experts on topics of importance to people approaching retirement in a “Retirement Transitions Series.” By offering free, educational financial planning seminars, you position yourself as a helpful resource in your community. You’ll be seen as the retirement expert, overseeing all aspects of retirement financial planning. Your clients may think they know what’s best for their retirement, but you know you can help them make smarter decisions and avoid costly mistakes by optimizing their Social Security benefits or comparing alternate tax distribution strategies. Here are six topics routinely used by Covisum subscribers to attract prospects to free financial planning seminars.