January 2020 you had a whole seminar calendar in place, whether you were hosting your own event or using a direct marketing company, the plan was in place until it was NOT. The COVID pandemic has forced you to apply the breaks halting any form of group gathering, so now what? Hosting events has been your primary source of new business.
Recent events and the stay in place environment have forced a shift in the world of events. Zoom calls, Webinars, Meetup have all created new avenues to help advisors actively prospect clients and potential clients without ever leaving your home or office! What’s not to like?
Converting to a virtual world may seem daunting but it will only add new powerful tools to your toolbox but here is the catch; You must make every presentation ENGAGING. If you want to teach an investment discipline requiring no interaction then have at it. But if you want to use webinars and virtual tools to grow your business, the opportunity has never been better!
“Just two weeks into the COVID stay in place world Adri encouraged me to start using zoom to create weekly updates for clients and friends. I immediately launched my “Daly Update” calls inviting friends and family to my zoom call and my clients LOVED it. I have been doing it ever since and it has become a new, highly effective tool for building and stronger relationships with clients.” Lynn Daly, Financial Advisor
You must start with engaging and interactive content. When I created the Savvy Women Invest on Purpose Presentation to help financial advisors attract more women clients I purposely made it highly engaging. I wanted to help the advisors inspire conversations by asking the audience thoughtful questions. I incorporated meaningful exercises that keep your audience involved but leads them to greater insight and awareness. It’s not just the content that’s important it’s the style of presenting that makes a huge impact on the world of women.
This more engaging style and content combined with our structure and flow to the presentation advisors can quickly and easily turn our Savvy Women Invest on Purpose presentation into two 30 minute webinars with little to no effort.
Using our presentation you can reach and appeal to more audiences:
- Live events: Those that prefer attending live in-person events (they will return)
- Virtual Events: Those that prefer participating from the comfort of their home.
- Recorded Events: With recording technology, you can increase your reach with more private viewer opportunities. This can also become a powerful marketing tool.
As an advisor committed to empowering more women clients, this is a no brainer but I know the first thing that comes to your mind is compliance. Not to worry! The content and message of our presentation is NOT and has never been a compliance issue and has been approved by many firms. The only time you will meet with resistance is if you work for a major broker-dealer who will not even consider third party presentations.
Embrace this shift and take advantage of all the positive benefits these changes have to offer.
“Your Savvy Women Seminar worked just like you said it would, I had 9 RSVPs, all new prospects! I used your pre-event scripts and had 100% turn out. I followed your program to the ‘T’ and started with my story, they loved it! Every woman committed to an appointment with me. I couldn’t ask for better results. And I had so much fun with the whole process! Thank You.” -Tiffany Gauci Welka, Financial Advisor
At femXadvisor you are given the high-level insight to embrace the shift in our paradigms and take advantage of all the positive benefits these changes have to offer. Our Savvy Women Seminar is a powerful way to keep doing meaningful work in your community while growing your business with ease.