Get Results from your Talk – Financial Advisor Seminar Evaluation Form

When you’re giving a talk, workshop, or seminar, you want to get results. Am I correct? I mean, you want to deliver value, make people happy, and educate, but you want results as well. You’re not giving a talk just out of the kindness of your heart.

So what is the best way to get results? It’s not just in the way that you speak to participants. While that’s important and I’ve written an entire blog about that, other factors contribute. It’s not just what you speak about. And it’s definitely not only the invitation for participants to attend.

All these factors contribute to you having a successful event. But it is the evaluation or response form that will help you get the most out of your event.


The following information is about what kind of evaluation form you should create depending upon what kind of talk you’re giving and how you want it to play out.

Benefits of an Evaluation Form

  • Create better seminars by getting feedback from participants
  • Learn the true value of what you’re providing and gain confidence in your capabilities
  • Grow your prospecting list by asking participants to opt-in to your newsletter
  • Get more prospects into a first meeting with you

Here’s where to start:
Create a one to two page “leave behind” that includes a tear off bottom Response Form. You get the bottom portion and they keep the top part.

Evaluation Form Must Do’s

Upper portion of Evaluation Form

If your talk does not include a workbook, then an Evaluation Form that includes an upper portion or first page is a must.

Contact information

Include your contact info, Company Name, your name, tagline, website, phone #, email address etc. There’s no need to include a physical address since these days a website is the brand location where prospects do their secret shopping to check out your message and your image.

Get them writing

If you have structured your workshop properly, and you’re providing value in your talks, you’ll verbally encourage participants to take notes, fill-in-the-blanks, or write down key information. If they are taking down key information, they will take your contact information with them because it’s included in the upper portion of the form.

You can also create engagement with a Quiz/Ice Breaker at the beginning of your presentation.

Top money mistakes / retirement blunders
Ask “where they see themselves in 10 years” and provide a place for their notes
Ask “what does their ideal retirement look like?” and provide a place for their notes
(the goal is to get them writing so they will take the upper portion with them)]

Lower portion of Evaluation Form

Provide a tear off for participants so they can self select using check boxes. Depending upon your seminar goals, design your evaluation form with some or all of the following information.

Contact information

Ask for their contact information – name, email, and phone number. The less you ask for the more likely they will complete the information.

Evaluation section

Ask for feedback on the content and presentation style. One of the keys to becoming a better speaker is to learn what you are not doing well. With feedback you can address speaking style, content, and

Future seminar topics

Ask about future seminar topics they might be interested in. This gives you the opportunity to provide what people want rather than guessing about what’s valuable in the current marketplace.

Your offer

This is the #1 SUCCESS TIP for an effective, prospecting-yielding talk!

Getting results from your talk means providing an enticing offer that will motivate and move seminar participants to move one step closer into your prospecting funnel to get into a first meeting with you.

What is an offer? It is something so valuable that the participant would have to be crazy not to take you up on it. It is a complimentary deliverable that provides value and information.

Here some ideas for your OFFER

1.E-book or printed book with value to the target client – A free report designed to help your target client solve a specific problem that they have not been able to solve on their own.
2.A custom financial report such as: mini Financial Plan, personalized Retirement Income Plan; Tax Return Review, or Social Security Timing Report.

Other success tactics:

Value – Place a value on each item you are giving them: Valued at $2500.00

Excitement – Create visual excitement by using design and branding. Anticipation fuels the excitement.

Contains a Call to Action (CTA) – Tells the prospect what to do next to claim the offer. Call now! Email now! Book a consultation now!

Expiration date – Move them to take action with a deadline. Compel them to move ahead NOW.


There you have it. Some great ideas for an Evaluation Form that will encourage participants to get into your prospecting funnel. The more people who take you up on your offer the more likely you will land new clients from your talk. So put thought and effort into what makes the most sense for you!

How Financial Advisors Can Be Better Public Speakers

In my work as a Business Coach for Financial Advisors I often help clients develop Prospecting Strategies that include public speaking. Of course it helps that I am also a professional paid speaker presenting topics such as leadership, prospecting, and branding. There’s nothing like experience and success when guiding my clients in being better at what they do to prospect and offer value to their ideal clients. Being a better public speaker has HUGE rewards and can be a GAME CHANGER in the success you will enjoy as a financial advisor.


Besides public speaking, many financial advisors have fears or tasks they would rather not do such as bungee jumping off a 500-foot ledge, taking a dip in icy waters during winter, or spending the weekend with their in-laws.

According to Psychology Today, the population is made up of approximately 50-75% extroverts while the remainder is introverts. But even extroverts have trouble when presenting publicly. This is often because getting up in front of an audience causes sweaty palms, rapid heartbeat, a “deer in the headlights” look on your face, and a sense of dread.

However, if you are able to conquer the fear of speaking in front of an audience and deliver a powerful presentation, you will be much better at prospecting!


Three Sections to Read

This blog post is organized into three sections. Section I is about why you should learn to be better at speaking. Section II is about what you can do specifically in your talks to have a successful presentation. Section III is how to get prospecting results from your talk.


I.Why learn to be a better speaker?

Public speaking skills help you in many areas of your life. You will increase your confidence, not only about speaking in front of an audience, but also speaking to your clients, prospective clients, wholesalers, and other professionals. You will sound more polished and knowledgeable and present your expertise in a warm manner. You’ll be able to answer questions more quickly and thoughtfully than you have in the past.

Public speakers have credibility

The public looks up to speakers and simply putting yourself in front of an audience can provide extensive credibility to what you do for a living. When you demonstrate your knowledge in front of a group, it is the accepted norm that you are an expert.

What are you selling?

You are NOT pitching attendees a sales talk. No one likes to be SOLD. You are providing Financial Literacy and education; a valuable talk about how to avoid mistakes, how to do something correctly to save money, and how to do it on their own if they’re willing to spend the time. But, they could take the easy way and hire you to help them. That’s what you want.

Join Toastmasters

Within two weeks of joining Toastmasters, I received my first PAID speaking engagement and I’ve never looked back. I became a “Competent Communicator” after giving 10 prepared speeches focusing on 10 skills. These skills are the cornerstone of public speaking success. Not only that, I networked and met other professionals who referred me to opportunities I would not have had without being a Toastmasters member.

Study successful public speakers

Due to my long membership in Toastmasters, I became a student of successful public speakers. I bought tickets to live events. I watched webinars. I listened to top politicians to gauge their effectiveness. Often what I noticed is that many speakers have never learned to take control of their bad habits, such as too many “ah’s” and too much time looking at their notes. I’ll never forget listening to Condoleezza Rice on National Public Radio. I counted literally hundreds of “ah’s” during her talk. This is simply not acceptable. If this is you, get yourself straight to Toastmasters and learn to be a better speaker.


How to overcome fear

A.Practice being calm

I learned early on that there will always be some fear leading up to a presentation. These days it’s more like excitement about who I can connect with in the audience and the questions I may receive. But one tool I utilized even prior to my first paid talk was EFT, which stands for the Emotional Freedom Technique. EFT is a combination of acupuncture, neuro-linguistic programming, energy medicine, and Thought Field Therapy (TFT). I used the services of a professional to help me overcome “stage fright” and be calm during a talk. I no longer use EFT, but I certainly recommend it for my clients as it will calm your nerves, take your mind off your fears, and help you focus on delivering a wonderful talk.

B. Visualize being calm

In your mind, run through your body movements, your facial expressions, and your calmness. Train your subconscious mind to prepare for the talk being calm and relaxed. Visualize yourself shaking hands with participants, smiling, laughing, and having a good time.

C.Practice your talk and time yourself

You know the old saying “Practice Makes Perfect”? Well, it’s VERY true when it comes to giving a talk. Practicing will help you overcome fear and actually enjoy the process. You also need to know how long your presentation will be so that you can time your props and cues.

D. Visit the speaking location ahead of time

I always visit the room ahead of time to visualize where I will be standing, where the audience will be sitting, and to see the size of the room. In my head I see myself giving the talk, smiling at the audience, and having a good time.

E. Record yourself giving your talk (optional)

A great way to spot flaws is to video record yourself giving the entire presentation. Do you say “aahh” too many times? Did you forget to tell them about YOU? Did you forget to pause to let your points sink in? Did you use too many big words? Did you forget to SMILE?


II.What to do during your presentation

This next section contains success tactics to use while you are giving your talk. Most of the tips are from my personal experience since 2004 talking in front of groups.

Meet the attendees

I always show up early to station myself in the front of the room with the back of my body resting against the projector. I say hello to everyone who enters the room and I walk up and talk to the attendees. I ask where they’re from, what prompted them to attend, and what they most want to learn from the event. This practice builds engagement with attendees, allowing you to be “one of the gang” and more personable.

Establish your expertise and credentials verbally

Briefly, talk about who you are and why it matters that the audience listen to you. If you’ve been an advisor for twenty-five years, your listeners need to hear this. If you lack longevity, what else can you say? Well, if people have been coming to you for advice for many years, you can say that. WHY are you a financial advisor? What has happened in your life that made you WANT to become an advisor? What is it about what you know that should make people sit up and listen?

Open with a story – Tell your audience WHY this topic should matter to them

Create a link between what you’re talking about and WHY your group should listen. Is this a topic you’re passionate about? Have you seen people make grave errors over and over again and now you want to help people avoid this mistake? Have you seen married couples make the wrong selection when it comes to social security timing? Did your parents make this mistake? Did your clients make this mistake? What did it COST them? What happened in your personal life about money, that has affected you your entire life? People need real world stories to not only understand the points you are making, but to “bond” with you during your talk.

Tell jokes

Work your funny bone by telling jokes during your presentation. No one likes a stern, straight-faced presenter who reads off the PowerPoint. Insert your personality and humor into your talk.

Use your body and voice in your talk

No one likes a boring presentation where your voice is monotone while you stand still in one position. Learn to entertain by using your body and your voice. This is exactly what Toastmasters can teach you!

One thing I usually do in my presentations is talk about my father using my voice and body.

I tell the story of what my Aussie truck-driver turned international-gemstone-dealer father said to me when I told him I was going to become a coach. And I use my Australian accent, put my hands on my hips and say (imagine Aussie accent) “But Suzy, you’ve nevah been any bloody good at sports!”

I usually get a good laugh with that one.


III. What to do to get workshop results

Above I said “What are you selling?” and you read that it’s financial literacy and education. But are you simply holding this workshop out of the kindness of your heart? NO! You want to get results. You want to have appointments set up after your talk.

What are the magic words?

Tell your group with authenticity that you are here to help. Anyone who wants to investigate the topic further can set up a “No cost, no obligation” consultation to learn how they can take advantage of your knowledge and expertise. Take the pressure off.

Offer something of value

What can you provide that will motivate attendees to book a consultation? A free social security timing report? A free mini financial plan? A free second opinion? Create an offer that most people can’t refuse. And while you’re at it, design a hand out to place in front of all attendees so that they can see it at the beginning of your talk.

Speaking success equation

Many advisors I speak with have given talks, but usually only one. Or financial advisors say that their talks have never yielded results. The reason why is that one talk will not bring you the success you seek. MOMENTUM CREATES SUCCESS. Increasing forward motion allows results to build on results. Multiply your success by velocity!

Create a Marketing Plan where you are speaking a lot. Give 12 talks in 12 months! If you take a break over the summer, give more talks during fall, winter, and spring (except late November and December).

Get them in your drip marketing system!

Even participants who don’t make an appointment to discuss working with you may decide to do so in the future, so get them on your list! Your Newsletter List, your autoresponder list, your inbound marketing list, your automated blog postings. Have a drip system so that you continue to touch attendees on a regular basis and catch them when they NEED and WANT to hire you.



Being a better public speaker is NOT easy; otherwise EVERYONE would be doing it! But if you are determined to be the best you can be and to have the practice you’ve always wanted, there’s no better way than giving seminars and workshops to draw prospective clients to you. Contact me for a consultation to learn more!


5 Marketing Challenges for Introverted Financial Advisors

Are you an introverted financial advisor? Are you a bit shy when it comes to speaking about or marketing your financial advisor practice? That’s OK. Most advisors are terrible with marketing their business. It’s simply because in the past advisors set up shop and waited for clients to walk in […]
Read more »

How Financial Advisors Can Get Clients to Bring Friends to Client Appreciation Events

Are Client Appreciation Events one of your business growth strategies? If so, are you encouraging clients to bring friends so that you can widen your circle of influence? I often find that Financial Advisors who hold events frequently lack the strategies and tactics to encourage the “bring a friend” strategy. […]
Read more »

Financial Advisor Phone Script to Meet With Centers of Influence for Coffee

I’ve noticed over the years that Financial Advisors rarely cultivate relationships with Centers of Influence (COI). Often it’s because they don’t think about business development or they may not be concerned about growing their business or prospecting for new clients. Other times it could be that they just don’t consider […]
Read more »

Why a Warm Marketing Plan Works Better For Financial Advisors Than Cold Calling

For financial advisors, warm is better than cold! Why? Because cold calling can be exhausting. Facing rejection time and time again is hard on the ego. Too many “no’s” can turn a positive advisor into at demoralized advisor and cause “zombie face,” a condition where you stare at your computer […]
Read more »