10 Keys to Success for Seminar Lovers and Haters

For this week’s blog, I’d like to share my recent article from the Journal of Financial Planning’s Between the Issues: March 2011 edition.

10 Keys to Success for Seminar Lovers and Haters

For some advisers, seminars are the lifeline of their business. For others, “seminar” might as well be a four-letter word. Whether you like seminars or not, you can’t deny the fact that they can be an effective form of marketing as a recently study by the Financial Planning Association found. The study, conducted in November 2010, shows that among advisers who bring in 15 or more clients each year, 35 percent use live/in-person seminars as part of their overall marketing strategy. And among advisers whose marketing efforts generate more than 20 leads each year, 42 percent conduct seminars. To put that in perspective, 30 percent of all advisers are conducting seminars, so seminars are more common among those who are generating the most new business and leads each year.

Read the full article

 

About Kristen Luke

Kristen Luke is the Principal of Wealth Management Marketing, Inc., a firm dedicated to providing marketing strategies and support for Registered Investment Advisory firms. Her firm enables independent advisors the ability to market with the same quality and consistency as their larger competitors by providing the resources of an entire marketing department at a fraction of the cost of a single employee. For more information, visit www.wealthmanagementmarketing.net.