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 simplify the complex. Retirement and financial freedom can seem out of reach for average Americans.
Empowerment and education are powerful things in today’s world.
As a solution provider to this financial community, helping your partners put on a top-notch client educational seminar can help position you as the go-to expert for solutions and education.
From planning to execution to follow-up, here are 4 quick tips to help you plan educational seminars for your financial professional clients.
Think Multi-Platform
Whether it’s social media or printed postcards, getting your message to the masses should include more than one channel. We’re a multimedia society, and it will take more than one effort to reach your audience.
Put tools like a call center, social media promotion, on-demand printing, direct mail and even texting to work for you. These tools can help build the attendee list as well as follow up with them after, in order to offer them appointments with the doctor or office behind the seminar.
More traditional media may help as well, from community calendars on radio stations to morning interviews on local TV newscasts. Positioning your partners as local thought leaders can help them gain the attention and the trust of their local media.
Reaching your audience where the are is vital to a successful marketing campaign.
Stay Organized
For many of us, there’s no better feeling than checking off to-do list items. The same holds true when planning a professional event. When planning a client education seminar, start at least 3 months out (more if possible) and make a list of tasks you’ll need to accomplish, complete with dates.
For instance, 3 months before the event, build a list of potential attendees, decide on a location and lock it in, and find a food provider. Two weeks before the event be sure to do a final walk-through of the venue to ensure all is ready, including the technology you’ve asked for ahead of time.
Delight Attendees
People remember how you make them feel, not what you say. Depending on the persona of your attendees, delight may look different.
This could mean each attendee receives a nice stainless steel coffee tumbler. It could mean holding the event at a modern-designed office. It may even mean having craft beer as part of the refreshment menu.
They key to delight is to understand your attendees, the adviser hosting the event & their voice, and putting it all together to wow people taking the time to attend so they’ll not only do business with you, but tell their friends.
Plan for Follow Up
Hosting a great event is just the beginning. Once those potential clients have left the luncheon, they’re apt to be inundated with all kinds of messages to distract them from your adviser partner’s great information.
Plan to help your partner follow up with emails, texts or phone calls. Encourage the attendees to set up an appointment with the hosting office to further explore their options.
What’s Next?
If you are planning a Client Event Seminar, EPI has the tools for success! Our team of professionals have years of experience working with the financial industry, and can help take your event to the next level. We’ve thought of all the details, so you don’t have to!
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