6 Steps to Planning a Successful Financial Seminar

people in audience

You’ve given it some thought. Maybe you’ve even done some research on the subject in the past. Well, if you’re still considering hosting a financial seminar for your financial services company, then I applaud you! 

Hosting a seminar is one of the best ways to build rapport with current and prospective clients. In this article, we are going to go over the steps you can take to plan your first in-person financial services seminar.

6 Steps to Plan a Financial Services Seminar

1. Pick a Topic

Before doing anything else, you must first pick out a topic. You want to make sure that your topic isn’t too technical for those who may be new to looking for a financial advisor. But, you also don’t want your topic to be too high-level. 

Try looking online to see what seminar ideas are common in the industry. Then, you can spin it to make it your own!

2. Select a Venue & Time

Next, you will want to select a venue and a time. We all know that the cheapest venue you can select would be your office. But sometimes, offices can be a bit stuffy — especially if you expect a large turnout. 

Look to see what venues your town has. By doing a quick search on Google, you should be able to find numerous options for any budget. 

Another thing to think about is what time you want to host the seminar. The most popular times to host a seminar during the week are during the lunch hour between 12-1 pm  or anytime after 5:30 pm. (If it’s during lunch, be sure to get food catered in! No one wants to come back from their lunch break hungry.)

3. Make a Sign-Up Page

You’ve picked out the topic, time, and venue. Now what? You need to make an event sign-up page!

The main things to include on your sign-up page would be the event details and a contact form to capture your attendees’ contact information. You will generally want the basics like their name and email address. 

4. Send Reminder Email

After they sign up, you will want to continue to remind them of the event via email. 

You won’t want to spam them with company emails. But, sending them 2-3 emails before the event is the sweet spot for email reminders. This would include sending an email a week before the event, 3 days before the event, and the day of the event. 

5. Host the Seminar

It’s the day of the event. What do you need to do to get ready? 

Be sure that your:

  • Catering has arrived
  • The seating is set-up
  • The projector is running
  • The sound system works

Oh, also, don’t forget to have your attendees sign in! This is crucial for you to know who showed and who didn’t.

6. Send an Event Follow-Up Email

After the seminar, you will want to send a thank you message out to all of those who came to the seminar. You can give them additional information on upcoming seminars or provide them further information about your services. There is no wrong way to say “thank you”!

You will also want to be sure to send an email to those who were unable to make it a “sorry we missed you” email! This lets them know that you care about them and will hopefully make them more inclined to show up to the next seminar. 

Skyrocket Your Growth with Seminar Marketing

Financial services lead generation can be tricky to do without coming off as too “salesy.” That’s why seminars are perfect. Our hope is that this article helped you better understand how you can host your first seminar — and collect more financial advisor leads!

Want more qualified leads for financial advisors? Connect with our seminar marketers to see how you can get started!


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