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1 Seminar, 40 Speaking Events and Tons of Female Leads

1 Seminar, 40 Speaking Events and Tons of Female Leads

Armed with just a woman’s seminar, Morgan secured over 40 guest speaking engagements with women’s organizations in Manhattan. Here she had the opportunity to share her message, story and brand to over 1000 women in only a two-year time frame. The process cost her zero dollars and the time required was minimal, all it took was a few hours a week on Google (easily done while watching TV). It was that easy and totally do-able even for those of us a bit technology challenged.

As a new advisor at Morgan Stanley, Morgan had defined goals to achieve. You would think her success would start with thousands of hours on the phone cold calling to oblivion, a skill that was not in Morgan’s repertoire nor did she want to go down that traditional path. By focusing on the women’s market, she knew cold calling was not the best way to initiate relationships as most women did not feel comfortable talking with a strange voice over the phone.

Understanding what women want, combined with her interest in speaking and hosting events, inspired Morgan to call her sorority alumni asking if they needed a speaker at an upcoming chapter event; to her surprise she was quickly added to their event calendar as a guest speaker.

After her first event, Morgan was surprised how easy it was. Her message was well received and every woman in the room now understood that Morgan was a financial advisor committed to working with women. This immediately got Morgan thinking… “How can I expand this process?” Her first thought was to call other sorority alumni chapters in the area then she thought, why limit it to sorority chapters, why not all women’s groups?

Morgan began Googling women’s organizations in the Manhattan area. Most all of these organizations had a website as well as a contact person. Morgan would simply send an email to the contact person offering her services as a speaker for an upcoming meeting. In the email Morgan would share the title of the presentation and a bit about her role as a financial advisor. The responses started to hit her in-box. While her process was not yet honed to her liking she realized early on that this was going to be her primary source of marketing and lead generation.

Today she has her process is down pat. Being asked back by a number of the organizations she has spoken at only validates the effectiveness of her process:

  • She has a pre-scripted email, which only requires a bit of cut and pasting.
  • Attached to this email she gives a two page PowerPoint that talks about her presentation along with a professional bio of herself.
  • No longer does she offer multiple topics for them to choose from, but makes it simple presenting her most popular topic.
  • In her presentation she lists out some of the organizations that invited her as a guest speaker.
  • Also upon Morgan’s suggestion some of the groups have started charging for the event because it will draw in an even more qualified audience.

And this was just the beginning.

In my next blog I will share how we elevated Morgan’s process creating more consistency, building a stronger brand and a process to focus in on those most committed and qualified.

Are you ready to take your seminars to the next level like Morgan did? Checkout my Savvy Women Seminar, a complete seminar program that will surely attract more women to your practice!

Are you doing enough to keep your female clients happy? Lets find out.

After completing this 10-question survey, we will review your answers and provide you with recommended tools and strategies to meet your needs.

Do you have a story that tells women why you care about them?

Does your message about what you do appeal to women?

Is your message compelling enough to inspire further interest from both genders?

Have you carved out a place for women on your website?

Do you send regular emails that are of interest to women?

Do you post women friendly content on social media?

Do you host events and seminars for women only?

Is your office decorated in a way that women love?

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I want to strengthen my relationship with my female clients in order to prevent future attrition.

I want to actively attract more women in a way that inspires more referrals to my practice.

I currently focus on women and want a source of ideas, strategies and a supportive network to enhance my efforts.

I want a seminar process that both engages women more effectively and helps brand me in my community as the advisor that cares about women.

I want to make women a primary focus to my future marketing, but want a proven plan and process that is easy and effective.

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