Training 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 a local financial planner office, creating, promoting and running successful events is likely on your radar. Maybe you’re wondering if they’re worth it. Maybe your’re not sure how to promote them in today’s marketplace. And maybe you’re you’re questioning how to turn an event into a real relationship with attendees.

For these questions and more, we’ve created a new training series for Client Education Seminars in the financial industry. The goal of this concise and helpful video series is to empower you to put live events to work for your brand.

We know that you’re busy. This isn’t an hour-long webinar. It’s a series (currently 3) of 6 minutes or less. You’ll find actionable steps to take. You’ll also find some encouragement that it’s not all different and new. Some of what you already know is still great for client education events.

Here’s a look at what you can expect in this Training for Client Education Seminars in the Financial Industry.

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.