17 Seminar Marketing Tips for Financial Advisors

Seminar Marketing Tips for Financial Advisors: A Seminar or Webinar can be a great tool not only for sharing your expertise as a financial advisor but also for building credibility and securing potential clients; however, a Seminar won’t do you any good if no one attends. So, you’ll need to […]
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Financial Advisors Attracting Retirees and Retired Couples

Use these tips to market yourself as the obvious choice for retirees. Financial Advisors Attracting Retirees: When I ask financial advisors “Who is your target market?” I often get a blank stare. Then an “um” and a reply “I work with, you know, the retired crowd.” So I say “So […]
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How financial advisors can book appointments at seminars

How Financial Advisors Can Book Appointments at Seminars | Financial Advisor Seminar Marketing

As a financial advisor, have you ever held a seminar or workshop that did NOT provide a return on investment? Have you ever booked a seminar space, presented your seminar, ended your seminar, but got not even one lead? Unfortunately many financial advisors are not in tune with how to […]
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financial advisor seminar evaluation form

Get Results from your Talk – Financial Advisor Seminar Evaluation Form | Seminar Marketing

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 […]
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How financial advisors can be better public speakers at seminars

Be a Better Public Speaker at Seminars – For Financial Advisors | Financial Advisor Seminar Marketing

Financial Advisors can be better public speakers in their seminars or webinars: 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, […]
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the best financial advisor seminar invitation

14 Elements of The Best Financial Advisor Seminar Invitation

In this day and age, with digital marketing, emailing, and social media, the art of designing a good seminar invitation has been lost. Most advisors are not marketers so they don’t realize that design matters and that focusing on the benefits of attending a seminar is what attracts potential attendees. […]
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financial advisor seminar marketing planning

Financial Advisor Seminar Marketing -Planning a Seminar

Welcome to my Series on “Financial Advisor Seminar Marketing.” Public speaking is still one of the best ways to gain new clients! You will be in the front of the room presenting your message to an audience that will see you as an expert in your field. You’ll have the […]
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Financial Advisor Seminar Marketing 5 ways to attract an audience with title

5 Ways to Craft a Financial Advisor Seminar Title That Will Attract An Audience | Financial Advisor Seminar Marketing

You’re a financial advisor who wants to grow their practice. You’re tired of the slow growth, hare-and-porpoise method of practice growth, and you’re ready for some real progress. You’re fairly good at public speaking, and once you get a prospect in front of you, your close ratio is rather high. […]
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