Ok things have gotten a bit stale lately so I have decided to mix it up a little bit.
I am going to put on a seminar or a few seminars to see how they go.
What I am looking for is some advice from people on what has worked for them?
AllTheWay I know you have been doing some seminars whats been working for you??
I do 6 - 8 a year. This YTD, I've done 4 - all to existing organizatoins. They bring the audience. Easy as pie. Normally I do 1 - 2 focus (women only....401k....CPA CE , Economic outlook, etc) Over the years, doing cold calling - one of my exit questions is to say "From time to time, I run informational seminars - What would you like to learn? They tell me and I add them to my seminar list of prospects, so I always have a pool of prospective semina attendees.
Good for you BigRed…trying something new is always exciting.
I went through my book, looked at it closely and realized quite a few husbands and/or wife’s had accounts elsewhere. I sent out invitations, didn’t do a seminar but an appreciation dinner and had a superb response.
Now that the non-client wife and /or husband knows me, it’s easier to get them both in for some planning.
Simple…but effective.
Keep us posted as I will be doing product /concept specific seminars in Feb and would really, just like you, appreciate some guidance.
All The Way