Client Education Seminar Training

Welcome to Client Education Seminars training with EPI Marketing Services. In this video series we explore in-person events in the financial services industry and similar service businesses.

Fill out the form on the left to access the course. Read on to learn more about the information covered in this course.

Module 1: How to make in person events relevant in the digital age

Do in-person events really work for financial planners, advisers and other client event purveyors? How have digital tools changed the landscape? Find out the answers to these questions and take a look at how to make your event relevant in this client education seminars training module.

Module 2: How to promote client events in the digital age

When shouting louder doesn't work and the digital realm is claustrophobic, how exactly are you supposed to promote an in-person event? Get some tips and tactics in this module of Client Education Seminars training.

Module 3: How to keep in touch with attendees post event

If the point of client education events are to lead to new business and deeper relationships with current clients, then why wouldn't you want to set a strategy to keep in touch after the event? Find out how to do just that in the modern communications era in this training module.