Client Education Services
3 Tips for a Successful Client Education Seminar
If you think live events and educational seminars are dead, research the current conference scene. No matter the industry, live events still draw major crowds. One major reason for continued popularity is technology. Live streaming helps increase awareness and draw more people to the event. You’d think we’d all want to sit in our robes…
Read MoreClient Event Seminar Training: Relevant Events
Do live events still make an impact in the age of Siri, Alexa, texts, emails and chatbots everywhere? Can human interaction and face-to-face connection still work when it comes to marketing? It’s possible for the financial industry to still put seminars to work to cultivate relationships. In fact, in our client event seminar training we…
Read MoreTraining for Client Education Seminars in the Financial Industry
In the age of Siri, Alexa, texts, emails, social media and chatbots, human interaction and face-to-face connection becomes a powerful tool once again. That’s why client education seminars in the financial industry matter. It’s also why successful events have become so powerful. Whether you’re the marketing director for a financial services wholesaler or you’re in…
Read MoreDo In-Person Financial Planner Educational Seminars Still Work?
It’s a brave new world. In this digital era, the question many financial services companies may ask is, “Do in-person events still work to drive leads and new business? Do face-to-face financial planner educational events still work?” As social media, webinars, virtual events and Facebook live broadcasts keep us glues to our screens (seriously –…
Read More4 Quick Tips for Planning for a Client Education Seminar in the Financial Industry
Around the country, financial services providers from investment advisers to insurance agents hope to help their community of partners educate and serve clients. They understand that educated clients become delighted buyers. Client education seminars help create educated clients for financial advisers while informing the public about their options they may not have heard about, and…
Read More10 Topics for Financial Client Education Seminars
Whether your company is helping its local representatives plan an educational seminar for their financial services clients, or your business is helping local franchisees plan events for potential clients that focus on helping, offering a plan for topics for the year can help focus your efforts. Financial educational seminars have been around a while. Which…
Read More5 Best Practices to Follow Up After a Client Education Seminar
You understand the importance of getting current and potential clients in front of your representatives in the world. Marketing, outreach, relationship building, networking… it all comes down to getting appointments for local reps. However, the job of client education seminars doesn’t end with the event. The follow-up is just as vital as the event itself.…
Read MoreWhat are Client Education Seminars?
Educational seminars aren’t exactly new. In fact the healthcare profession has held patient education seminars for many years. From weight-loss programs to Lasik eye surgery practitioners, potential patients have learned a lot from doctors willing to teach, and healthcare providers willing to partner with those practices. In the financial world, insurance agents, financial advisors, investment…
Read More