Training for Client Education Seminars in the Financial Industry

Client Education Seminar Training videos

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…

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Fulfillment By Amazon Pitfalls to Consider

Amazon fulfillment EPI Marketing Services

Whether you’re a home-based Amazon seller, you’re a growing eCommerce force-to-be-reckoned-with or a traditional business with an online store presence, Fulfillment By Amazon has likely crossed your radar. And while FBA has its benefits, there are a few Fulfillment By Amazon pitfalls to consider. If you took part in Amazon’s original seller’s program, which is…

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Do In-Person Financial Planner Educational Seminars Still Work?

Do 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 –…

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Why a Call Center Works for Patient Education Seminars in the Digital Age

Is it really necessary to have a call center for patient education seminars to be successful in the digital age? Facebook messenger. Twitter direct messages. SMS/texting. Email. The digital age has brought us amazing ways to connect with other humans. Automation tools like Salesforce, HubSpot, MailChimp, chatbots and more have helped communicators set up campaigns…

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4 Quick Tips for Planning for a Client Education Seminar in the Financial Industry

4 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…

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Should You Host Patient Education Seminars?

Should You Host Patient Education Seminars?

They aren’t exactly new. Educational seminars for patients have been around for decades. From weight loss programs to pharmaceutical solutions, bringing educational content directly to patients through their healthcare providers makes sense for many medical companies. However, many professionals are asking “How exactly do in-person events perform in the current marketplace?” According to marketing strategist…

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Fulfillment By Amazon (FBA): Fees, Benefits & Logistics

Fulfillment By Amazon FBA Fees Benefits Logistics

For those online sellers who choose Fulfillment By Amazon, a streamlined fees structure in 2018 may have made things easier to understand. This change may have even aided eCommerce businesses to better manage their budgets. The latest fees structure for FBA combines picking, packing, and shipping into one fulfillment fee. It also simplifies inventory storage…

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10 Topics for Financial Client Education Seminars

taking notes for a client education seminar

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…

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Using Podcasts to Reach Doctors for Patient Events

Using Podcasts to Reach Doctors for Patient Events

When you’re trying to reach new doctors to educate them on patient event seminars, you’re probably running into the same issue as any marketer: how to earn attention. Cold calls are difficult and feel much less effective. It seems like we all swipe emails before we even open them. Social media is hit or miss.…

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5 Best Practices to Follow Up After a Client Education Seminar

5 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.…

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