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Published: Wednesday, January 02, 2008  

Seminars and Workshops Can Help Grow Your Practice
By Jim Robinson

Seminars and Workshops Can Help Grow Your Practice

Public Seminars can help you do several things very well:
  • You can quickly communicate to a group of people what is it that you do.
  • You can inform them of the ideal client i.e.. who you prefer to work with.
  • You can tell them how you are compensated for the work that you do.
  • You can communicate how you can help build, protect and manage their wealth.
Workshops will work as well. Workshops are similar to a seminar but with a greater degree of attendee participation, interaction, and hands-on exercises. For example, a seminar may convey the fundamentals of financial planning, but at a workshop on the subject, the participants may actually be required to complete a data-gathering tool and or provide other details on their personal situations to begin the problem solving process.  

Event Planning, Registration and Payments?

If it is a large event, get a pro to help you. Contact one of the following organizations for an Event Planner who has done private movies and events:
Hire a CSEP (Certified Special Events Professional) or CMP (Certified Meeting Planner). Here are the website where you can locate a professional event andor meeting planner:
Software Solutions for event planning, registration and payments?
  • Acteva - Your Online Event Registration and Payment Solution
Seminars will work for you
It does not matter what you area of focus or specialty is….Seminars will work for you. It may comfort you to know that you do not have to be an experienced or smooth talking speaker to conduct an effective seminar. People are looking for clarity and honestly. Present the information with this idea in mind. Those that want to be entertain..let them go home and watch the nightly sitcoms. Those that want to be informed…Welcome Them!

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Categories: Client Events

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The articles published here represent the personal views of the author(s), and not necessarily the views of any securities firm, insurance company, FINRA, SEC or organization with which he or she may be affiliated. All statements made in these articles are for general information only and are not intended to provide, nor should they be relied on as, legal or investment advice.  Readers must consult with their qualified investment, tax or legal advisors before relying upon any content contained herein. Statements made in these articles may be incorrect for your state or jurisdiction. Also keep in mind that at the time when you read such statements the underlying rules, regulations and/or decisions may no longer be controlling or persuasive as a matter of investment or insurance law or interpretation.
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