Posts Tagged ‘ Seminars ’

When it comes to marketing financial services there is no shortage of options. From cold calling to direct mail, to attending local networking events, advisors have lots of choices in their ongoing pursuit of new prospective clients. Among all of the options, hosting marketing seminars remain a key method for getting known to prospective clients. Which raises the question, “When marketing financial services-Do seminars still work?” Recently I had the opportunity to attend a seminar hosted by a well-known financial advisor. Lets take a look at what went well, as well as where the missed opportunities were that perhaps would [...]