Financial Planning Seminars Take Your Brand Directly to Investors

Financial Planning Seminars Take Your Brand Directly to Investors

Financial Planning Seminars Take Your Brand Directly to Investors

You have been working hard to develop a strong foundation on which to build your successful practice. Utilizing the marketing tools detailed elsewhere in our blog and by putting the prospecting ideas into motion, you should be making yourself known and are developing successful habits.

One of the Most Effective Marketing Tools in Your Growing Arsenal

The fruits of your labors should begin to payoff as your list of prospects and clients begins to grow. It is now time to rise to the next level and take your message to the people en masse. It is time to prepare, plan and deliver educational financial planner seminars/workshops; one of the most effective marketing tools in your growing arsenal.

But this doesn’t mean that you have to stand in front of a crowd for an hour giving a presentation. Seminars are not everyone’s strong suit and you should recognize and play to your strengths.

If you are uncomfortable giving presentations yourself there are several alternatives that can prove effective including organizing and hosting a seminar with a special guest speaker. “An evening with Mr. Financial Planner, presented by (you) …”

Successful long-term practices are created by developing effective prospecting habits from the beginning. One of the most effective prospecting tools can be presenting seminars and workshops – when diligently planned, professionally conducted and followed up with zest.

Seminars allow the tremendous opportunity to convey your professionalism and your genuine understanding of your audience’s needs.

Imagine the parents of a school-aged child being offered the opportunity, at no charge to them, of a personal advisor to help plan the funding of their child’s college education. They have a need and you can provide the answer for which they are looking. But they have to meet you before they can use your assistance.

When planned well and presented in a professional manner, workshops/seminars offer many advantages and benefits, both to you and the future clients you will be addressing in the audience.

You satisfy a need for information on how to attain a specific financial goal (how to pay for college expenses, retirement planning, tax planning, etc.). People respond to educational opportunities, especially if it expands their knowledge on areas that can directly benefit them and their families.

  • You establish your reputation as a source for reliable financial information.
  • You dramatically increase your prospect list and future referrals through the contacts you make.
  • You develop strong bonds with prospects by showing them that you understand and care about their personal situations.
  • You gain an affordable and time efficient way to market to multiple prospects at
    the same time.

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This post is part of the Financial Planner Toolbox from TampaBayWriter.com who can help you create your unique and personal professional brand, drive client activity and help to grow your business in up markets and down alike.

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