Over the years, I've personally conducted more than 300 client-facing presentations, touting the services offered by financial advisors. As director of the Seminar Systems Unit for Jackson National Life Distributors, Ive also trained hundreds of advisors to implement seminar marketing campaigns -- and I sometimes hear these advisors complain that seminars don't work.
Seminar success depends on many different factors, some of which will inevitably be outside an advisor's control. But while there's no one "right" way to run a seminar for prospective clients, there are a few simple strategies that can allow advisors to differentiate themselves from the competition and position their events for success.
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