Financial Advisor Seminar Marketing

Engage, Connect, Convert: How In-Person Events Can Fuel Your Client Pipeline

Using live events to attract high-value clients

If you want to get in front of a large number of your ideal prospects on a consistent basis then seminars might be the best way to do this in 2023.

Financial seminars have been around for years and while in the past they involved shelling out huge sums of money to get people attend them, it doesn't have to be that way now.

With the inception of social media the old tried and true way of warming up a cold lead and getting them to come in the office as become more affordable compared to the old school marketing in the past.

Live events foster a high level of engagement, providing a platform for advisors to interact, answer questions, and engage in meaningful discussions with potential clients. This active participation often leads to deeper comprehension and appreciation of your services.

The top performing seminars

Now, if you've been doing seminars for any amount of time, you know now there's mainly three types of seminars that people are doing.

You have your educational seminars, you have your lunch and learns, and then you have your dinner seminars.

The educational seminars are somewhat kind of new, especially with the explosion of social media. 

The idea of getting a prospect to show up for a presentation without the offer of food is more appealing to advisors because it saves money and puts the content at the center of attention. 

Let's take a look at how each seminar performs.

Does direct mail still work?

Results from a direct mail vs social media campaign

Here are the results of a test where the advisor sent out a direct mail piece and we used the exact same mailer to create a social media campaign targeting the same geographical area. 

The direct mail campaign was a 9,100 piece mailer and the Facebook campaign reached a total of 4,876 people.

Attracting and retaining the right audience

Webinars allow you to target your ideal prospects and engage existing customers.

Utilize social media promotion and email marketing to draw in new attendees, and offer valuable, relevant content to keep your existing customer base coming back for more.

There are three primary ways that you want to target your ideal client.

Convert prospects at a higher rate

The personal connections and trust established through face-to-face interactions at live events tend to be stronger than those formed through digital or remote exchanges.

Such connections can significantly increase the probability of potential clients scheduling a consultation.

Seminars also allow for immediate follow-up, providing the chance to address queries promptly and convert interest into scheduled consultations.

In the presence of a captivated audience, the information delivered is more likely to be absorbed and acted upon, increasing the likelihood of conversion.