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Marketing · Marketing Strategy · Coaching · Product Toolkit

Capture More Clients at Your Next Finance Seminar

For financial advisors, seminar marketing is an intricate piece of client acquisition. If done properly, it can lead to the establishment of multiple, mutually profitable, long-term relationships. Often the hardest part is not garnering attendees but keeping the conversation flow

2 min read

For financial advisors, seminar marketing is an intricate piece of client acquisition. If done properly, it can lead to the establishment of multiple, mutually profitable, long-term relationships. Often the hardest part is not garnering attendees but keeping the conversation flowing once the seminar has come to an end.

Below are two valuable reasons why advisors should be incorporating a personally branded magazine into their seminar marketing strategy.

It leaves a lasting impression

A free meal is great, but does it really give prospects something to remember? Maybe if the food was out of this world, but more than likely, that’s not the case. It’s best to give prospects something tangible that will help to keep you top of mind—cue a personally branded magazine from ReminderMedia. In addition to its 40-pages of engaging content, the magazine is branded to you in six key spots so that each prospect will be reminded of you every time they turn the page.

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Towards the end of the meal, pass around a sign-up form for your prospects to opt into receiving upcoming issues of your magazine. Adding them to your mailing list is the perfect way to keep the lines of communication open and capture their attention.

It provides a reason to follow up

You sent prospects on their way with promotional copies in hand, but now what? You can either wait to hear something, or you can proactively leverage the magazine’s content. Pick up the phone! Thank the prospect for attending the seminar, and ask them if they had the chance to thumb through the magazine. If they’ve mentioned a certain topic in passing and the promotional copy features a related article, bring it up during your conversation. This will show prospects that you genuinely care about their interests, and help to develop a longstanding relationship.

Like various other marketing tactics, developing a winning seminar strategy will take trial and error. But integrating a personally branded magazine into your plan will help steer you in the direction towards success. Get your free estimate today.