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A Post-Pandemic Seminar Strategy for Financial Advisors

While it may seem like this pandemic has put a quash on your seminar program; it’s created an amazing window of opportunity to redesign and realign your whole event process to become more powerful and effective at bringing in new business. 

Once the group restrictions are lightened people will be dying to connect and mingle with others in person, we want them to do that at your financial event.  Let’s take this time to rethink your event strategy and get ready to kick some ass(ets)!

  1. Identify just two events that you plan to launch in the fall:

      • Branding Event:  This event is meant for every woman and should be hosted monthly (consistency is key). The objective of a branding event is to establish your name and brand within the community.  Our Savvy Women Invest on Purpose is an example of a branding event.  It’s more about women than investing and is designed to be more interactive and engaging.  With a branding event, you can keep the cost low and even host in your conference room. Remember these events are 75% of the marketing benefits and only 25% about who fills the seats. 
      • Qualifier Event: This event is designed for those that qualify in terms of asset size, if you are hosting a branding event monthly you can spread out your qualifier events quarterly, if that feels more comfortable. It may be a smaller event and should be based on YOU, your process, your value and the benefits of working with you. While we would love to fill the room chances are these events will be smaller and designed to be more intimate creating stronger relationships and trust with those who are truly QUALIFIED to be your client. 

    Here is how it works, at the end of your branding event you share with the audience:

    “Ladies I realize I can’t help everyone, this event is my way of helping every woman. For those that have accumulated $1,000,000 in investable assets I will be hosting another event “Creating your Life by Design Income Plan”. 

  2. Create your Calendar Card: A highly marketable tool that lists multiple events while also presenting your mission and purpose as a financial advisor. This calendar card will far surpass the benefits of a business card. I recommend that you don’t make it look like a business card, one side should present your purpose and the other displays your events. It should look like something you would frame. The key is when you have listed events months into the future more people will actually hang on to it for months.  Download our sample event calendar card.
  3. Develop your Qualifier Event: Stop using an industry prepared (boring) event or one with your firm’s name all over it. Take this time to develop your own presentation, one that highlights your value, your process and what makes you unique.  Let’s face it the key to a good event strategy is to provide meaningful value consistently.  Promoting a standard presentation that talks about women and statistics are too common to be meaningful. What is meaningful is you, what you do for your clients, your value and how your clients are better able to live their future with confidence. 

There has never been a better time to develop your own proprietary presentation that highlights your value, your process and empowers women.  

Take advantage of this time to create a more meaningful and effective event program that attracts more clients and generates more referrals with our upcoming online workshop and live event Create Your Own Kick-Ass Seminar Women Love.

Ready to reignite business growth & create an extraordinary life, your way?

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?

Do you communicate in a way that women understand?

Are you getting enough referrals from women in your database?

Please provide us with your contact info, so we can send you your results!

First Name *

Last Name *

Company *

Email*

Phone Number *

Are you Male or Female?

Would you like to join Adri’s email database: Including marketing advice from Adri, updates on her latest coaching programs and direct access to her blog?

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Tell us a little about your business, and we’ll let you know what strategies will best help your business grow.

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.

Please provide us with your contact info, so we can send you your results!

First Name *

Last Name *

Company *

Email*

Phone Number *

Are you Male or Female?

Would you like to join Adri’s email database: Including marketing advice from Adri, updates on her latest coaching programs and direct access to her blog?

×
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