How to Host a Successful Seminar


3 Tips for 

Hosting a Successful Seminar

Hosting a seminar can be stressful, especially if you are new to in-person events. However, there’s never been a better time to start hosting seminars, workshops, and dinner events. Post-pandemic people are eager to get back to in-person events and connect with advisors. An inviting atmosphere mixed with a powerful presentation is the best way to turn prospects into clients.

1. Before Your Event (Preparation)

The planning that goes into your seminar is equally if not more important than the presentation itself. First, you’ll want to ensure your campaign is targeting your ideal prospects by using Prospectix. Then, you’ll need to pick the perfect venue for your ideal prospects. If you want to learn more about our venue best practices click here! Finally, you’ll want to practice your presentation and test equipment. This will make you feel more confident when the time comes to present in front of your potential clients. 

2. During Your Event (Execution)

It’s the night of the event and guests are starting to walk in, this is your first opportunity to make connections. Mingle and have small talk with guests as they arrive to create a friendly atmosphere and start building bonds with your potential clients. You should also hand out collateral to guests as they walk in or have it waiting for them at their seats. People can fill the awkward few minutes between arriving and your presentation by reading your handout. Also, this handout should include a short bio about yourself, to start building trust with your prospects right away. During your presentations stay calm and include personal stories to build ethos with the prospects. Finally, make sure you set appointments with interested prospects the night of your presentation. 

3. After Your Event (Follow-Up)

After your event, it is crucial to follow up with attendees, even if they did not set an appointment at the event. Call attendees to confirm existing appointments or try to set an appointment with them if no meeting was determined prior. If anyone no-showed or canceled, call them as well to offer them an information package or meeting. Then, you can send thank you notes to all attendees in order to establish your gratitude. Finally, don’t forget about attendees that failed to set appointments. Add them to an email list to stay at the forefront of their minds when they are ready to invest with an advisor. 

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