Fuel Your Pipeline With Our Retirement Planning Seminar Marketing System
Our seminar marketing system is designed to help you fill the room with qualified prospects, generating new client relationships and driving sales for your retirement planning services.
Seminars are one of the most effective ways to build personal connections and engage high-quality prospects. Whether you’ve struggled to fill seats or faced rising costs of traditional outreach, we offer a smarter, more scalable solution.
Why Seminars Are Effective at Generating New Business
Engaged Leads > Cold Leads
Seminar attendees are actively engaged, ready to listen and learn, making them far more likely to convert than those acquired through traditional methods.
Cost-Effective Lead Generation
Avoid rising costs of paid leads and cold calls. Retirement seminars are a cost-effective way to attract highly engaged prospects at a lower cost per lead.
Building Personal Connections
Retirement planning is personal. In-person interactions build trust quickly—something that cold outreach struggles to achieve.
Scalable for Your Entire Team
Whether you're a solo advisor or managing a small team, our system is scalable to grow your lead generation efforts as your business expands.
1. Venue & Timing Selection
We provide recommendations on the best venues, times, and event formats based on what’s proven to drive attendance, giving you a strong foundation for your seminar.
2. Launch & RSVP Generation
We launch your campaign a few weeks before the event to generate RSVPs and fill your seminar with engaged prospects in your local market.
3. Attendee Confirmations
Our system sends automated reminders to ensure prospects don’t forget about the event. This is also where you confirm your attendees to maximize turnout.
4. Maximize Post-Seminar
We help you keep the conversation going after the seminar with follow-up processes that nurture your leads and turn attendees into clients.
5. Ready to Scale?
Our process is easily replicated across multiple advisors and events, giving you the ability to scale up your seminar marketing for your team without sacrificing quality.
How Our Proven Seminar System Works
We’ve fine-tuned our seminar marketing process to ensure you get the best results, from filling your events to converting attendees into clients. Plus, our system is designed to be scalable—whether for a solo advisor or an entire team.
These topics have consistently shown strong interest from retirees and pre-retirees, making them a great starting point for a successful seminar campaign. Have a unique topic in mind? Reach out to see if it’s a fit for a custom campaign.
Popular Retirement Planning Seminar Topics That Draw a Crowd
Understanding Medicare
Break down the complexities of Medicare, helping attendees make informed choices about their healthcare options in retirement.
Retirement Income Planning
Explore income strategies to help attendees achieve financial stability and make their savings last throughout retirement.
Social Security Insights
Guide attendees through strategies to maximize their Social Security benefits, a crucial part of their retirement income planning.
Estate Planning Basics
Help attendees understand key estate planning considerations like beneficiary designations, asset coordination, and legacy planning.
What Our Clients Say
I don’t have to fight to get somebody’s attention. The people are actually coming to me, and I’m able to answer their questions, provide information, and the rest takes care of itself.
Paul Zobel
American Senior Benefits
We have done seminars in the past with little success. We just had our 1st seminar with KeyWave at a library and had 15 people at the event. We look forward to a very long partnership.
Mike Braun
Franklin Benefits Group
The entire team at Keywave have been phenomenal to work with. They are lightning quick to respond and are very astute when it comes to compliance and designing relevant content. I've looked for these guys for 15 years & I finally found them!
Jory Mages
Mages Group
It's been great in establishing my brand in this area; people know who Mid Michigan Medicare is now."
"My business has grown a ton just by using Keywave."
David Deaton
Mid-Michigan Medicare
Helpful Resources
Want to learn more? Check out these helpful articles and guides to enhance your seminar marketing.
FAQs
Check out some of our most commonly asked questions prior to booking a call.
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Do I have to offer a meal at my seminar?
No, offering a meal is not required, but we do encourage it. Providing a meal tends to increase both response and attendance rates, helping you fill the room. While some attendees may initially show up for the meal, we find that if you are skilled at building rapport and presenting valuable information, you can still convert those attendees into clients.
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How many people will you get to my seminar?
Attendance can vary depending on factors such as your location, target audience, and whether you offer incentives like a meal. Our system typically helps generate 15-25 attendees per seminar. However, variables like population density, venue selection, and whether or not you follow up with leads personally can significantly impact turnout. While we handle the advertising and RSVP process, calling your leads before the event is crucial to maximizing attendance.
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How does the RSVP and reminder process work for seminar attendees?
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Is your system suitable for both solo advisors and large teams?
Yes, our system is flexible enough for solo advisors implementing monthly seminar strategies or larger teams looking to scale. We can help you generate leads and fill your seminars regardless of your team size.
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Do I need experience running seminars to benefit from this system?
While prior experience with seminars is beneficial, the most important factor is being comfortable presenting and converting leads into appointments. We do not plan seminars, but we help get the right people in the room.
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What kind of results can I expect from your seminar marketing system?
Results depend on factors like location, venue, and the type of offer you make (meal/no meal). However, in general, our system aims to help you get in front of 15-25 prospects per seminar, assuming the variables are favorable.
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How much involvement is required from me to set up and run a seminar?
Our system handles all the advertising and RSVP generation for you—everything from launching the campaign to sending automated reminders.
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How is seminar marketing different from traditional lead generation?
Seminars offer a face-to-face opportunity to build trust and personal connections with prospects, which is hard to achieve through cold calling, direct mail, or various other marketing strategies. This face-to-face interaction is key to higher engagement and conversion rates.
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What costs are involved in using your system?
You will handle the costs of the venue, meals, and any promotional items for your seminar separately.
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How do you handle compliance for financial seminar marketing?
We stay up to date with compliance regulations and adapt quickly based on feedback from our clients’ compliance departments. However, compliance is ultimately your responsibility. If needed, we can work directly with your compliance department to get marketing assets officially approved.
Ready to Get Started?
Ready to start filling your seminars and driving enrollments? We’ll guide you through the process, from promotion to follow-up.
