As an advisor, I focused on events to build my business. I needed to have ten people in the room every two weeks for exponential growth. Chatting about these bi-weekly events gave me a reason to engage people in conversation beyond the traditional seminar prospecting script.
Our femXadvisor event strategy is all about relationships. Women advisors and female clients LOVE our model because we provide a non-intrusive way of reaching out to people and engaging them in conversation.
A successful event starts even before the guests arrive. Understanding how to set the stage, create a welcoming environment, and inspire the participant to want to know more begins before they walk through the door. Each connection you have with a prospect leading up to the event is an opportunity to build a relationship, better connect, and establish rapport.
Our femXadvisor seminar model is how you elevate your audience’s receptivity and comfort before your presentation.
While your RSVP rates may be high, your turnout rate may be less than expected. It’s not enough to know they have agreed to come. You must incorporate a process to elevate that commitment to attend. By incorporating pre-work, enthusiastic confirmation calls, or even logistical calls leading up to the event, you will:
- Enhance their commitment to attend
- Build anticipation for your event
- Cultivate a receptive audience
For female financial advisors, events are a robust process to create relationships genuinely. Every aspect of our femXadvisor seminar process creates a warm, friendly opportunity to reach out and engage people in conversations.
I remember in my day, other advisors in my office used to call prospects before their events with a dull script, “Hello, I’m just calling to confirm whether you’ll be attending the event. Please let me know.” How BORING!
We teach female financial advisors how to shift the confirmation calls from boring to engaging.
Try the script we provide to our coaching clients:
“Hello Joan, I’m so thrilled you’re coming to the event! I’ve had such great feedback. I was hoping you could reflect on one question because we will be talking about this at the event. “What is the purpose for your money? Not your financial goals. What is the purpose of your money?” I can’t wait to see you at the next event.”
Advisors must move beyond filling the seats and understand that events are a powerful way to engage people in conversation, which leads to more business.
Are you looking for more event scripts? Order my book, Seminars for the Financial Advisor: Build Your Business with Events and Create a Referral-Generating Machine.