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. Data-driven recommendations and best practices come from our 20+ years of experience helping financial advisors grow their practice through seminar marketing.
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.
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.
Topic-Driven
Social Security
Taxes
Medicare
Retirement Accounts
Long-Term Care
Educational Course on Retirement Planning
Ideal Client Receptions
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.
Most seminar marketers send their mailers out around 3 weeks prior to the event. The Fill-The-Room® program takes a slightly different approach. Reach out to our team to learn more.
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!
