In retirement planning, free seminars to the public are a proven way to attract prospects and convert them to clients. But for financial planning presentations to be successful, either in-person or online, you must first determine what topics will interest your ideal client. 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
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