If you love to get in front of a room and educate, we’re ready to help you plan your event and present like a pro. Through a strategic partnership with AcquireUp, we provide data-driven recommendations to bring the best quality to your seminar marketing process. Our seminar coaching team brings 20+ years of experience helping financial advisors get more clients through seminar marketing with strong processes from start to finish.
Whether you plan to host two events a month or two events a year, our Fill-The-Room process will provide a simple track for you to follow, and we will walk with you step-by-step from facility selection through onboarding new clients.
Why Seminars?
Create Credibility
When you’re at the front of a room sharing educational content, people will naturally see you as an authority on the subject matter and recognize your ability to help them learn more.
Build Trust
Critical in financial services, in-person interaction enables you to manage the interpersonal connection better than with other marketing methods.
Capture Interest
When you’re in a room with prospective clients, you can communicate more intentionally and gauge message effectiveness, potentially leading to quicker conversions.
Tailored Seminar Content
With a library of pre-built and customizable presentations on the most relevant financial topics, we are ready to help you educate your area! Paired with carefully crafted invitations and marketing materials, we have a data-driven recommendations for your next seminar.
Have your own presentation? Take advantage of our partnerships and support while utilizing your own content! We want to support your marketing in as many ways as possible.
A Strategic Partnership with AcquireUp
Fill-The-Room partnered with AcquireUp in 2025 to bring our advisors cutting‐edge data analytics and market research, enhancing your seminar planning. By leveraging AcquireUp’s advanced technology, we provide you with:
Actionable Insights: Real-time market trends and consumer behavior data that help determine the optimal timing, location, and messaging for your seminar lead lists.
Tailored Recommendations: Custom data-driven strategies that refine your invitation design and event marketing to maximize turnout and conversion rates.
Enhanced Decision Making: Continuous analysis and testing that inform every aspect of the seminar process—ensuring you reach the right audience at the right time.
Yes! Seminar marketing is a staple of the financial services industry because it works. But making it work for you is another story. That’s what makes the benefits and processes of our Fill-The-Room® program ideal - from data-driven recommendations, all-inclusive mailing & registration services, and coaching for your and your team from start to finish.
Dinner seminars, educational sessions with no meal, and course-style workshops over multiple nights or as a condensed learning experience are all available and supported with presentations, marketing materials, and more.
You can present on any topic, but we have pre-built presentations and materials created for seminar topics such as Social Security, Social Security & Taxes, Tax Planning in Retirement, Retirement Accounts, Medicare, Social Security & Medicare, Long-Term Care, Financial Literacy, Retirement Accounts, Cyber Security, and general Financial & Retirement Planning.
Originally launched as a seminar program, FTR has become an Event System that supports seminars, webinars, Ideal Client Events, and many other forms of Connection Events.
It depends on your event goals and if you’re planning on serving a meal. With a meal, restaurants or private clubs are nice. Without, look for college classrooms, libraries, or community rooms.
Financial advisor seminar marketing best practices usually suggest about three weeks. With data-backed decision making, we will work with you to determine best results in your area, with your presentation type, and with the market research about leads available for your individual event.
Your goal drives the ideal presentation length. For prospect events, 45 minutes is the maximum. It’s best to have tested (and practiced) presentations that leave some questions unanswered for your attendees.
This program is exclusively available to financial advisors affiliated with USA Financial. Reach out to us today!
