Steve Sanduski

APRIL 8, 2025

Seminars don’t work. It’s social media, it’s webinars, it’s ever-presence out there. And again, it’s consistency. Staying power has been something that’s been really important for us. A lot of people say, ‘Oh that doesn’t work. Webinars don’t work.’ ’ You name it.

Communication

Carson Wealth

JANUARY 22, 2025

Later in the month, on October 29th, we partnered with Alecia Barnette, Senior Vice President of Sales, for a Long-Term Care Seminar. It was a heartwarming day, and even our Associate Wealth Advisor, Zach Vande Weerd, managed to get a photo with his wife, Hannah, and their adorable dog, Chief.

Wealth Advisor

Wealth Management

JULY 2, 2025

David is a frequent lecturer at professional education seminars. He is regularly interviewed for trade and news periodicals, including The Wall Street Journal, The New York Times, Lawyer's Weekly, Registered Representative, Financial Advisor, Worth and Bloomberg Wealth Manager magazines.

Distribution

Midstream Marketing

JUNE 11, 2025

Bridge Online to Offline Offer top-tier prospects a 1:1 coffee meeting or exclusive invite to a local seminar or lunch event. Nurture Sequences That Build Trust Space out follow-ups over 4–6 weeks with educational content and success stories. Position yourself as a resource, not a salesperson. This personal touch moves conversations forward.

Financial Advisor

Indigo Marketing Agency

MAY 13, 2025

Educational Marketing Webinars, seminars , and lunch-and-learns are still some of the most effective tools for attracting new clientsespecially in niches like retirement planning. Educational seminars tend to bring a great ROI. Webinar Spotlight: Marketing to CPAs: Get Their Attention & Earn Trust 2. People crave education.

Financial Advisor

The Big Picture

FEBRUARY 4, 2025

So from a publishing an academic perspective, it’s really good, but it’s just a, a little bit different in the sense that it is not, of course having the same environment, the same seminars and for that matter, the same people of course that are in the us.

Economy

Sara Grillo

NOVEMBER 11, 2024

I’ve been doing dinners, lunches and seminars for clients and encouraging them to bring people they know along and they can learn for free. If you could be the conduit, be the person the writers come to for these answers, it takes away the cudgel of stiff-faced dinner seminars. Devin Carroll is a social security specialist.

Clients

Wealth Management

JULY 17, 2025

David is a frequent lecturer at professional education seminars. He is regularly interviewed for trade and news periodicals, including The Wall Street Journal, The New York Times, Lawyer's Weekly, Registered Representative, Financial Advisor, Worth and Bloomberg Wealth Manager magazines.

Taxes

Abnormal Returns

JUNE 4, 2025

wsj.com) Investing What it's like to attend one of those investment seminars at a fancy steak house. (morningstar.com) Maybe retirement should be indexed to healthspan not lifespan. advisorperspectives.com) 401(k) contribution rates are ticking higher. apexmoney.com) The case against Bitcoin.

Retirement

Trade Brains

JULY 31, 2025

FinGrad launches 10 City Trading Seminar Series to Deliver Trading Insights from Experts in Options Trading, Crypto Trading, Algo Trading, Technical Analysis, and more. Following the success of InvestIQ across three cities, FinGrad is now bringing TradeIQ to 10 cities across India.

Media

FMG

JUNE 13, 2025

How Social Security Seminars Convert Prospects Social Security remains one of the most in-demand topics for pre-retirees. Offering a no-pressure, information-rich seminar positions you as a helpful expert rather than a salesperson. Attendees leave feeling more secure and often more loyal to the advisor who prioritized their safety.

Education

The Big Picture

FEBRUARY 11, 2025

And I, you know, look, I cold emailed her when I was at Stanford to try to ask her to be my master’s advisor and was fortunate that she at least gave me a chance to go speak to her in person and convince her to do that.

Media

Million Dollar Round Table (MDRT)

APRIL 9, 2024

By Bryce Sanders Zoom events are fine, but people still want to engage in person, including at seminars. As much as people want to step away from Zoom and go to in-person events, though, seminars not done well could yield disappointing results and be an inefficient use of your marketing and prospecting time as a financial advisor.

Financial Advisor

Million Dollar Round Table (MDRT)

AUGUST 25, 2024

By Bryce Sanders With surprisingly little effort, there are many ways you can enhance your in-person seminars or speaking engagements. One of the advantages of training financial advisors for many years is people proudly share what has worked for them. Let us look at several of these ideas.

Clients

Million Dollar Round Table (MDRT)

JULY 7, 2022

Inviting prospects to a seminar is a good strategy to meet halfway. Let’s look at 10 ways you can increase the chances your invitees will attend your seminar. They are present in person, which shows a degree of interest.

Clients

Nerd's Eye View

APRIL 30, 2024

What's unique about Troy, though, is how his firm's emphasis on driving organic growth through a multi-pronged marketing strategy, including a radio show, in-person seminars, and most substantively and scalably, a YouTube channel, that has allowed the firm to grow its AUM from $85 million to $750 million during just the past 5 years.

Financial Advisor

Nerd's Eye View

MAY 5, 2023

Also in industry news this week: Legislation working its way through Congress would allow for electronic delivery of documents to clients of advisors and other financial services firms by default, though it has been met with some opposition While RIAs have outpaced wirehouses in terms of client asset growth and headcount, industry consolidation has (..)

Financial Planner

The Big Picture

JANUARY 30, 2023

Those that want to sell you a newsletter or a seminar or some product to show how to become rich (but do not earn their living that way) have revealed the flaw in their pitch. Those rare folks who day-trade, or flip houses, or garner passive incomes as a route to wealth 1 are busy doing those things.

Media

Prosperity Coaching

APRIL 26, 2022

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 […].

Financial Advisor

Nerd's Eye View

MARCH 11, 2024

Referrals can play a vital role in the growth of financial advisory firms since finding prospective clients via referral requires virtually no hard-dollar costs, and it takes only a fraction of the time needed for other marketing channels like social media, blogging, and seminars.

Clients

Nerd's Eye View

MARCH 11, 2024

Referrals can play a vital role in the growth of financial advisory firms since finding prospective clients via referral requires virtually no hard-dollar costs, and it takes only a fraction of the time needed for other marketing channels like social media, blogging, and seminars.

Clients

Nerd's Eye View

JULY 13, 2023

For some, this means acquiring more credentials, while for others, it can mean devoting more time reading books and articles, listening to podcasts, and/or attending workshops or seminars.

Clients

Advisor Perspectives

SEPTEMBER 19, 2023

Have you ever wondered why your closing ratio on seminar attendees rarely exceeds 40%?

Sara Grillo

MARCH 8, 2024

Question from a subscriber: “ I’ve been giving seminars the local library. ” Here are some seminar marketing tips for financial advisors who want to get new clients and develop relationships with their community. Weave your pitch into the seminar in a natural way through stories. Ready to go get ’em?

Financial Advisor

Million Dollar Round Table (MDRT)

APRIL 30, 2024

They only want you to deliver preapproved, “canned” seminars. Speaking is fun, but filling the room for a seminar is hard work. She distinguished between two similar options: Seminars. You may face two challenges though: Compliance. Building the audience.

Insurance

Nerd's Eye View

SEPTEMBER 6, 2022

What's unique about Andy, though, is how, shortly after launching his practice, he created a Facebook group so that he could share his expertise directly with the types of clients he wanted to serve… which unexpectedly became so successful, that in just two short years, he reached the client capacity goal he set out as he went from $0 in AUM (..)

Tax Planning

Million Dollar Round Table (MDRT)

JULY 10, 2022

2) The two-seminar strategy. I host two types of seminars. The other is a lunchtime seminar on the weekend for clients to bring their family and friends. During the seminar with professionals, I ask attendees to exchange business cards and talk about what they do so they become more comfortable with each other.

Tax Planning

Advisor Perspectives

FEBRUARY 6, 2024

My guest today will discuss how he and his team have unlocked the power of seminars, giving advisors and firms opportunities to make a lasting impression and turn intrigued prospects into clients.

Clients

Nerd's Eye View

SEPTEMBER 10, 2024

We also talk about how John's firm's marketing specifically emphasizes how Federal employees are unique (and thus why his firm is better suited than more generalist advisors to meet these clients' planning needs), how John's firm long used a radio show to demonstrate their expertise and encourage prospects to attend an in-person seminar put on by his (..)

Financial Advisor

Nerd's Eye View

DECEMBER 20, 2022

So, whether you’re interested in learning about how Emily eventually learned how to say ‘no’ to more work and ‘yes’ to a better work/life balance, how Emily leveraged 401(k) educational seminars and webinars to gain rollover opportunities, or how, by finally advocating for herself, Emily found the ideal position for her, (..)

Financial Advisor

Tobias Financial

APRIL 11, 2024

We are thrilled to announce that our Wealth Advisors, Edzai Chimedza, CFP® and Franklin Gay , CFP®, EA will be leading two Financial Planning Seminars at Nova Southeastern University. These seminars, scheduled for Friday, April 12th and Friday, May 3rd at 11 a.m., will cater specifically to the students of the dental school.

Wealth Advisor

Advisor Perspectives

JUNE 15, 2023

Seminars and workshops are a costly and exhausting way to acquire high-net-worth clients.

Clients

Tobias Financial

FEBRUARY 22, 2023

To register, visit: [link] To learn more about Marianela: [link] To learn more about Joshua: [link] The post The Estate Planning Seminar – Monday, 2/27/2023 at 5:00 PM EST Live appeared first on www.tobiasfinancial.com.

Estate Planning

Advisor Perspectives

MARCH 27, 2024

I’ve been through several excellent management training courses and seminars during my 25+-year career serving the advisory profession. But I always walk away with the feeling that I’m too nice.

Management

Million Dollar Round Table (MDRT)

APRIL 30, 2023

Now imagine you did a seminar targeting the general public and you filled the room. Sometimes agents and advisors hold seminars with an educational theme, but without the message of, “Here is how I can help you.” People still do seminar mailings. It attracts the target audience. What are you going to tell the other 95%?

Financial Advisor

Nerd's Eye View

DECEMBER 13, 2022

In this episode, we talk in-depth about Terry’s approach to gaining more referrals (and minimizing any need for other prospecting efforts) by asking clients to commit in their initial introductory meeting that they would provide him a referral in the future if they found his financial planning recommendations to be valuable… and then followed (..)

Financial Advisor

Million Dollar Round Table (MDRT)

OCTOBER 17, 2023

It might be new courses I want to take, compliance seminars and so forth. My wife works on this with me as well. Here are some of the things we look at: Career. I look at any career development I want to do for the upcoming year. Also, what do I need to do to get my staff upskilled? How’s my revenue?

Compliance