Archive for the 'seminars' Category

Use Seminar Marketing to Boost Sales 500%

~ Friday, January 16th, 2009

The most underutilized marketing method by financial advisors is seminar marketing. While you may think that most financial advisors use seminar marketing, very few do. And those who do, use seminars incorrectly.
Most financial advisors “close” one new client at a time. Do you go to the bowling alley to knock down one pin at a [...]

Will Federal Regulators Shut Your Lunch Seminars Down?

~ Saturday, October 25th, 2008

If you have not heard, the SEC, FINRA and some State insurance departments are after seminar promoters that target seniors. Could your whole marketing approach disappear?   While the regulators cannot ban freedom  of speech, they can make your disclosures so onerous that you will not be able to attract attendees.  For example, the State of [...]